机构和基金投资人持股 - 买家
在美国电话电报公司中开设新头寸的主要持有者包括 德克萨斯州金斯顿资本合伙有限公司, CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类, Ilex Capital Partners (英国) LLP, Candlestick 资本管理有限责任公司, Hook Mill 资本合伙人有限合伙人, 乐天投资管理公司, WASAX - 常春藤资产策略基金A类, IVINX - 常春藤全球成长基金 A 类, Glenmede投资管理有限公司, 瑞穗证券美国有限公司, AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 成长和收入投资组合 A 类, CABDX - AB 相对价值基金公司 A 类, Elevation Series Trust - Opal股息收入ETF, VAGVX - Vanguard Advice Select 全球价值基金 Admiral Shares, 美国基金保险系列 - 全球增长和收入基金 1 级, QMOM - Alpha Architect 美国量化动量ETF, 法国集团, 格兰特私人财富管理公司, 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金, 和 Ivy可变保险投资组合 - Ivy VIP资产策略II级 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 2,272,782 | 1.97 | 65,774 | 4.35 | ||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 32,898 | 2.23 | 911 | 19.40 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 5,250 | 36.65 | 152 | 39.81 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 8,105 | 2.96 | 225 | 4.65 | ||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 13,917 | 0.05 | 403 | 2.29 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 2,720 | 27.70 | 79 | 30.00 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 2,430,059 | 22.46 | 70,326 | 25.31 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 842 | 3.82 | 23 | 21.05 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 81,697 | 226.02 | 2,364 | 233.90 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 11,306 | 27.35 | 327 | 30.28 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 101,278 | 6.45 | 2,931 | 8.96 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大盘价值基金 | 65,740 | 1,903 | ||||||
| 2025-07-15 | 13F | 马凯特资产管理有限责任公司 | 143 | 4 | ||||||
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 43,486 | 2.07 | 1,258 | 4.49 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 18,585 | 3.99 | 538 | 6.34 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 50,802 | 0.76 | 1,470 | 3.16 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 67,837 | 5.36 | 1,963 | 7.86 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 21,278 | 27.52 | 616 | 30.57 | ||||
| 2025-07-03 | 13F | 城市中心顾问有限公司 | 9,456 | 274 | ||||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 109,410 | 2.13 | 2,999 | 1.04 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 42,241 | 2.35 | 1,222 | 4.71 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 184,699 | 34.93 | 5,345 | 38.08 | ||||
| 2025-08-25 | NP | DVLU - First Trust Dorsey Wright 动量和价值 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,199 | 787 | ||||||
| 2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 96,206 | 46.83 | 2,784 | 50.32 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 7,185 | 1.77 | 208 | 4.02 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 6,100 | 1.67 | 177 | 4.14 | ||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 6 | 0 | ||||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 1,769,492 | 0.51 | 51,209 | 2.85 | ||||
| 2025-08-05 | 13F | AAFCPA 财富管理有限责任公司 | 7,536 | 218 | ||||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 29,991 | 1.28 | 868 | 3.58 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 750,055 | 4.21 | 20,777 | 21.64 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 14,569 | 421 | -80.40 | |||||
| 2025-03-11 | 13F | Anchor Pointe 财富管理有限责任公司 | 20,672 | 467 | ||||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 26,650 | 3.84 | 771 | 6.34 | ||||
| 2025-07-22 | 13F | 签名财富管理合作伙伴有限责任公司 | 52,947 | 3.38 | 1,532 | 5.80 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 616,575 | 20.65 | 17,141 | 22.37 | ||||
| 2025-07-08 | 13F | 先行资本管理公司 | 96,697 | 3.75 | 2,798 | 6.19 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | 406,068 | 189.74 | 11,752 | 196.52 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 603,943 | 27.41 | 17,478 | 30.39 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 15,799 | 6.85 | 457 | |||||
| 2025-08-14 | 13F | 都铎金融公司 | 14,342 | 53.03 | 415 | 56.60 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 81 | 2 | ||||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 360,460 | 5.61 | 10,021 | 7.11 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 8,044 | 1.00 | 233 | 3.11 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 279,639 | 1.19 | 8,093 | 3.56 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 1,376,600 | 3,265.77 | 39,839 | 3,346.19 | |||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 9,796 | 0.64 | 283 | 2.91 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 130,689 | 0.97 | 3,782 | 3.33 | ||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 21,944 | 6.22 | 635 | 8.73 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 252,385 | 11.78 | 7,016 | 13.38 | ||||
| 2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 15,469 | 2.19 | 448 | 4.44 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 4,019 | 98.57 | 116 | 103.51 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 372,537 | 6.72 | 10,781 | 9.21 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 77,189 | 2,234 | ||||||
| 2025-08-12 | 13F | 企业金融服务公司 | 40,268 | 1.17 | 1,165 | 3.56 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 69,102 | 90.36 | 1,888 | 87.86 | ||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,811,771 | 3.05 | 226,073 | 5.46 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 2,734 | 74 | ||||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 91,353 | 39.18 | 2,644 | 42.40 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 234 | 6 | ||||||
| 2025-07-16 | 13F | 动机财富顾问 | 7,482 | 217 | ||||||
| 2025-07-25 | 13F | 资产规划有限公司 | 10,300 | 0.44 | 298 | 2.76 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 43,796 | 1,267 | ||||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 82,594 | 0.92 | 2,390 | 3.28 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 93,646 | 134.48 | 2,710 | 270,900.00 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 46,671 | 3.32 | 1,351 | 5.72 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 470,100 | 14 | |||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 340,300 | 223.17 | 10 | 350.00 | |||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 133,614 | 166.71 | 3,867 | 239.12 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 2,508 | 58.33 | 69 | 86.49 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 121,849 | 6.69 | 3,526 | 9.20 | ||||
| 2025-08-08 | 13F | RAM投资伙伴有限责任公司 | 11,568 | 7.65 | 335 | 10.23 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 3,833,431 | 0.97 | 110,939 | 3.33 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 2,635 | 26.68 | 76 | 31.03 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 11,036 | 0.46 | 319 | 2.90 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 7,646 | 3.25 | 221 | 5.74 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 61,921 | 0.78 | 1,792 | 3.11 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 363,960 | 8.35 | 10,118 | 9.89 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 49,238 | 1,425 | ||||||
| 2025-08-12 | 13F | Palisades Hudson 资产管理有限合伙人 | 7,409 | 0.11 | 0 | |||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 340,306 | 43.77 | 9,848 | 47.12 | ||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 11,947 | 14.60 | 346 | 17.35 | ||||
| 2025-07-25 | 13F | 杰纳西资本顾问有限公司 | 7,212 | 0.31 | 209 | 2.46 | ||||
| 2025-08-14 | 13F | 认证咨询公司 | 33,398 | 0.48 | 967 | 2.88 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 13,118 | 0.41 | 380 | 2.71 | ||||
| 2025-07-30 | 13F | Axecap 投资有限责任公司 | 53,293 | 1,542 | ||||||
| 2025-07-23 | 13F | 德塔鲁斯顾问有限责任公司 | 16,099 | 0.17 | 466 | 2.42 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 3,186 | 92 | ||||||
| 2025-08-12 | 13F | 规划替代方案有限公司/adv | 7,144 | 207 | ||||||
| 2025-08-13 | 13F | 布朗咨询公司 | 274,676 | 2.57 | 7,949 | 4.97 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 11,514 | 1.86 | 333 | 4.72 | ||||
| 2025-07-31 | 13F | 卡雷拉资本顾问公司 | 10,702 | 0.59 | 310 | 3.00 | ||||
| 2025-07-29 | 13F | 舒伯特公司 | 25,269 | 1.71 | 731 | 4.13 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 9,302 | 6.75 | 269 | 9.35 | ||||
| 2025-08-28 | NP | DIVP - 卡伦增强型股票收益 ETF | 24,782 | 717 | ||||||
| 2025-08-01 | NP | TCBAX - Covered Bridge 基金 A 类股票 | 60,000 | 20.00 | 1,736 | 22.77 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 11,131 | 287.17 | 322 | 297.53 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 21,967 | 5.98 | 1 | |||||
| 2025-08-12 | 13F | 坚决财富策略有限责任公司 | 131,871 | 0.02 | 3,816 | 2.36 | ||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 7,827 | 5.37 | 227 | 7.62 | ||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 450,645 | 2.44 | 13,042 | 4.83 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 3,284,062 | 2.81 | 95,039 | 5.21 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 240,779 | 5.84 | 6,968 | 8.32 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 5,340 | 22.42 | 155 | 25.20 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 115,207 | 2.49 | 3,334 | 4.91 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 55,181 | 20.78 | 1,597 | 23.53 | ||||
| 2025-06-26 | NP | FLRG - 富达美国多因素 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,515 | 4.71 | 1,067 | 22.25 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 91,721 | 29.60 | 2,654 | 32.63 | ||||
| 2025-07-23 | 13F | 鹰策略有限责任公司 | 9,912 | 0.38 | 287 | 2.51 | ||||
| 2025-07-30 | NP | ROPE - 沿海指南针 100 ETF | 3,522 | 17.17 | 98 | 18.29 | ||||
| 2025-08-08 | 13F | 托巴姆 | 259,166 | 3.16 | 8 | 0.00 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 6,287 | 9.72 | 182 | 11.73 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,682 | 48 | ||||||
| 2025-07-16 | 13F | 美国国家银行 | 37,928 | 20.32 | 1,098 | 23.12 | ||||
| 2025-07-07 | 13F | TruWealth 顾问有限责任公司 | 18,364 | 0.02 | 531 | 2.31 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 股息股票 ETF | 117,683 | 4.98 | 3,272 | 6.48 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,994 | 53.22 | 667 | 55.48 | ||||
| 2025-08-13 | 13F | 阿德莫尔路资产管理有限公司 | 2,500,000 | 72,350 | ||||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 22,852 | 2.24 | 661 | 4.59 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 20,876 | 5.10 | 604 | 7.66 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 479,068 | 143.35 | 13,864 | 149.04 | ||||
| 2025-07-09 | 13F | 比特摩尔财富管理有限责任公司 | 11,014 | 0.01 | 319 | 2.25 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 13,794 | 0.01 | 399 | 2.31 | ||||
| 2025-07-15 | 13F | Optima Capital LLC | 11,878 | 0.39 | 344 | 2.69 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 35,389 | 22.10 | 1,024 | 25.03 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 1,206,655 | 17.40 | 33,875 | 16.96 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 1,916,235 | 92.88 | 55,456 | 97.38 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 116,591 | 1.16 | 3,374 | 3.53 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 13,578,300 | 64.00 | 392,956 | 67.83 | |||
| 2025-07-29 | 13F | 财务顾问有限责任公司 | 16,882 | 0.05 | 489 | 2.31 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 15,231 | 3.70 | 441 | 6.02 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 26,066 | 3.68 | 754 | 6.20 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 1,883,200 | 42.40 | 54,500 | 45.72 | |||
| 2025-07-18 | 13F | 权力咨询集团有限责任公司 | 12,694 | 2.25 | 367 | 4.56 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 57,389 | 1,661 | ||||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 1,222 | 12.83 | 35 | 16.67 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 1,253,235 | 12.24 | 36,269 | 14.86 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 32,840 | 74.40 | 950 | 78.57 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 909,100 | 2.19 | 26,309 | 4.58 | |||
| 2025-07-28 | 13F | 草原天空金融集团有限责任公司 | 9,990 | 0.04 | 289 | 2.48 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 6,495,852 | 41.99 | 187,990 | 45.30 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 144,683 | 21.34 | 4,187 | 24.17 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 584,287 | 5.51 | 16,909 | 7.97 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 11,341 | 311 | ||||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 34,216 | 0.69 | 990 | 3.13 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 687,179 | 63.41 | 19,887 | 67.22 | ||||
| 2025-07-14 | 13F | 卡皮塔罗投资有限公司 | 11,448 | 331 | ||||||
| 2025-08-12 | 13F | TCP资产管理有限责任公司 | 9,582 | 0.34 | 277 | 2.59 | ||||
| 2025-07-30 | 13F | 特里卡迪亚资本管理有限公司 | 254,700 | 69.80 | 7,371 | 73.76 | ||||
| 2025-03-24 | NP | ADPV - Adaptiv Select ETF | 216,078 | 22.69 | 5,128 | 29.18 | ||||
| 2025-07-28 | 13F | 纪律股权管理公司 | 48,785 | 17.97 | 1,412 | 20.70 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | Call | 15,500 | 0 | |||||
| 2025-08-13 | 13F | 新斯科舍银行 | Put | 17,900 | 4.68 | 518 | 7.25 | |||
| 2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 6,941 | 201 | ||||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 786,021 | 8.31 | 21,773 | 26.43 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 44,027 | 488.28 | 1,051 | -4.02 | ||||
| 2025-08-06 | 13F | 樱桃溪投资顾问公司 | 139,332 | 7.15 | 4,032 | 9.65 | ||||
| 2025-08-18 | NP | GVMCX - 政府街中型基金 | 10,000 | 100.00 | 289 | 104.96 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,415,354 | 0.08 | 94,605 | 16.82 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 45,818 | 4.82 | 1,326 | 7.20 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 14,106 | 1.76 | 408 | 4.08 | ||||
| 2025-08-15 | 13F | 库克森财富有限责任公司 | 1 | 0 | ||||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 519,498 | 15,034 | ||||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 21,091 | 20.46 | 610 | 23.23 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 141,923 | 9.83 | 3,931 | 28.21 | ||||
| 2025-08-13 | 13F | 堡垒金融解决方案有限责任公司 | 31,532 | 1.43 | 913 | 3.75 | ||||
| 2025-08-19 | 13F | Marex 集团 | 41,401 | 1,198 | ||||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 1,834,581 | 8.89 | 50,818 | 27.11 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 327 | 9 | ||||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 27,141 | 37.80 | 785 | 41.19 | ||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 25,186 | 69.53 | 729 | 88.60 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 240,744 | 6,967 | ||||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 9,335 | 0.68 | 270 | 3.05 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 23,682 | 685 | ||||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 106,458 | 32.39 | 3,081 | 35.44 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 7,772 | 220 | ||||||
| 2025-07-17 | 13F | 圣犀牛资本有限公司 | 13,290 | 0.14 | 385 | 2.40 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 188,729 | 6.86 | 5,228 | 24.72 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -612 | -18 | |||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 72,648 | 2,102 | ||||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 7,175 | 25.11 | 201 | 24.07 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 137,731 | 0.38 | 3,986 | 2.71 | ||||
| 2025-08-14 | 13F | 安盛公司 | 1,034,621 | 6.98 | 29,942 | 9.47 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 78,983 | 8.79 | 2,286 | 11.30 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 6,234 | 4,352.86 | 180 | 5,900.00 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 3,286 | 9.10 | 95 | 11.76 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 73,400 | 33.70 | 2,124 | 36.86 | |||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 967,300 | 497.10 | 27,994 | 511.07 | |||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 246,540 | 1.01 | 7,135 | 3.36 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 188,986 | 5,254 | ||||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Put | 480,000 | 140.00 | 13,891 | 145.60 | |||
| 2025-07-15 | 13F | 财富效应有限公司 | 20,395 | 39.57 | 590 | 42.86 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 10,178 | 36.09 | 295 | 39.34 | ||||
| 2025-08-11 | 13F | Sharpepoint 有限责任公司 | 93,263 | 6.76 | 2,699 | 13.21 | ||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 25,012 | 1.20 | 724 | 3.58 | ||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 12,127 | 6.70 | 350 | 9.03 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 116,260 | 1.25 | 3,365 | 3.60 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 15,614 | 126.49 | 434 | 130.85 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 154,562 | 132.35 | 4,473 | 137.80 | ||||
| 2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 11,980 | 0.85 | 347 | 3.28 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | 41,600 | 420.00 | 1,204 | 432.30 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 48,579 | 6.01 | 1,406 | 8.49 | ||||
| 2025-08-12 | 13F | 德尔赛特资本管理有限公司 | 107,740 | 29.65 | 3,118 | 32.64 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 118,517 | 10.29 | 3,283 | 28.71 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 2,074 | 0.14 | 60 | 3.45 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 5,541,493 | 11.70 | 160,371 | 14.31 | ||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 1,867 | 591.48 | 54 | 671.43 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 524,603 | 3.00 | 15,182 | 5.41 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 14,910 | 2.50 | 431 | 4.87 | ||||
| 2025-08-07 | 13F | 财务演讲公司 | 1,730 | 50 | ||||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 9,414 | 62.59 | 272 | 114.17 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 55,207 | 1.25 | 1,598 | 3.57 | ||||
| 2025-07-11 | 13F | Afg 信托服务有限合伙企业 | 11,075 | 0.26 | 320 | 9.25 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 62,634 | 1.50 | 1,813 | 8.05 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 1,469,336 | 2.17 | 42,523 | 4.55 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 9,771 | 2.11 | 283 | 4.44 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 104,183 | 5.67 | 3,015 | 8.14 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 459,082 | 20.07 | 13,286 | 22.87 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 11,194 | 313 | ||||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 94,640 | 0.14 | 2,739 | 2.47 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 10,356 | 0.95 | 0 | |||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 12,620 | 38.61 | 365 | 42.02 | ||||
| 2025-07-16 | 13F | 欧文·拉鲁有限责任公司 | 33,982 | 46.17 | 983 | 49.62 | ||||
| 2025-08-07 | 13F | 理查德杨有限公司 | 838,097 | 0.13 | 24,255 | 2.47 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 2,372 | 53.73 | 69 | 58.14 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 42,417 | 17.93 | 1,228 | 20.65 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 3,270,300 | 43.86 | 94,642 | 47.22 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 6,931 | 201 | ||||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 30,782 | 4.43 | 891 | 6.84 | ||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 97,892 | 3.02 | 2,833 | 5.40 | ||||
| 2025-07-11 | 13F | 凯丹财富管理公司 | 17,912 | 0.35 | 518 | 2.78 | ||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 610,205 | 27.16 | 16,903 | 48.43 | ||||
| 2025-07-15 | 13F | 退休人员方程式有限责任公司 | 9,973 | 1.25 | 289 | 3.60 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 21,728,984 | 7.37 | 628,837 | 9.88 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 35,048 | 206.93 | 1,014 | 214.91 | ||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 8,301 | 220 | ||||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 120,891 | 966.62 | 3,361 | 983.87 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 114,685 | 16.67 | 3,177 | 36.19 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 42,334 | 2.03 | 1,225 | 4.43 | ||||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 240,585 | 0.88 | 6,664 | 17.76 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 278,084 | 21.58 | 8,048 | 24.41 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 907,300 | 17.19 | 26,257 | 19.93 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 4,018,400 | 14.49 | 116,292 | 17.16 | |||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 135,834 | 18.39 | 3,776 | 20.10 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 3,765,624 | 0.46 | 108,977 | 2.81 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 56,521,164 | 5.97 | 1,635,270 | 8.41 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 274,566 | 278.08 | 7,605 | 341.38 | ||||
| 2025-08-11 | 13F | 信托银行 | 171,616 | 0.58 | 4,967 | 2.92 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 21,169 | 2.84 | 613 | 5.15 | ||||
| 2025-08-04 | 13F | 4wealth 顾问公司 | 10,690 | 0.03 | 309 | 2.32 | ||||
| 2025-08-11 | 13F | 奥德投资管理有限公司 | 8,363 | 0.52 | 242 | 2.98 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 398,207 | 2.36 | 11,524 | 4.74 | ||||
| 2025-05-27 | NP | FFNLX - 通信服务组合初始类 | 508,300 | 8.52 | 14,375 | 34.78 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 10,449 | 302 | ||||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 324,104 | 1.50 | 9,380 | 3.86 | ||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 399,857 | 4.41 | 12 | 10.00 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 203,854 | 2.25 | 5,900 | 4.65 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 27,313 | 0.19 | 790 | 2.60 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 187,865 | 7.71 | 5,437 | 10.22 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 73,022 | 5.11 | 2,113 | 7.59 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 38,512 | 2.00 | 1,115 | 4.40 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 3,554,964 | 2.72 | 102,881 | 5.12 | ||||
| 2025-08-14 | 13F | 花岗岩 FO 有限责任公司 | 812 | 160.26 | 23 | 187.50 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 7,751 | 26.73 | 215 | 28.74 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 189,850 | 54.04 | 5,335 | 61.59 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 710,853 | 2.53 | 20,572 | 4.93 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 11,386 | 9.54 | 0 | |||||
| 2025-08-08 | 13F | Opinicus 资本公司 | 16,761 | 1.01 | 485 | 3.41 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 41,997 | 45.43 | 1,163 | 69.78 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 99,104 | 11.21 | 2,755 | 12.82 | ||||
| 2025-08-06 | 13F | 自律投资者有限责任公司 | 11,294 | 1.40 | 327 | 3.82 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 21,073 | 68.61 | 610 | 72.52 | ||||
| 2025-08-07 | 13F | 阿斯彭财富策略有限责任公司 | 11,806 | 4.08 | 342 | 6.56 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 391 | 11 | ||||||
| 2025-08-15 | 13F | FSB Premier 财富管理公司 | 17,195 | 0.04 | 498 | 2.26 | ||||
| 2025-07-14 | 13F | 港湾集团有限公司 | 23,003 | 0.05 | 666 | 2.31 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 381,808 | 4.90 | 10,614 | 6.40 | ||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 5,536 | 5.37 | 160 | 8.11 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 1,180,563 | 2.53 | 34,166 | 4.92 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 25,725 | 1.30 | 744 | 3.62 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 276,988 | 1.27 | 8,016 | 11.06 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 37,521 | 0.30 | 1,086 | 2.65 | ||||
| 2025-03-26 | NP | NULC - Nuveen ESG 大盘 ETF | 14,533 | 5.02 | 345 | 10.61 | ||||
| 2025-08-28 | NP | Acap战略基金 | Short | -1,775,756 | -23.36 | -51,390 | -21.57 | |||
| 2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 8,706 | 1.01 | 252 | 3.29 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 77,447 | 3.98 | 2,153 | 5.49 | ||||
| 2025-08-01 | 13F | 里程碑资产管理集团有限责任公司 | 33,526 | 0.01 | 970 | 2.43 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 38,092 | 9.23 | 1,102 | 11.76 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 172,991 | 9.25 | 5,006 | 11.79 | ||||
| 2025-08-28 | NP | DGT - SPDR(R) 全球道指 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 107,014 | 20.88 | 3,097 | 23.69 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 242,396 | 0.17 | 6,739 | 1.58 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 55,407 | 22.15 | 1,603 | 25.04 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 147,939 | 4.60 | 4,281 | 7.05 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 7,228 | 0.01 | 209 | 2.45 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 18,251 | 48.62 | 528 | 52.16 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 67,167 | 7.20 | 1,885 | 6.38 | ||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 51,842 | 2.51 | 1,500 | 4.90 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 14,133 | 0.04 | 409 | 2.51 | ||||
| 2025-08-14 | 13F | Candlestick 资本管理有限责任公司 | 2,020,104 | 58,462 | ||||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 4,317 | 31.74 | 125 | 34.78 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 50,192 | 2.30 | 1,386 | -0.07 | ||||
| 2025-08-04 | 13F | Bridgewealth 咨询集团有限责任公司 | 32,970 | 954 | ||||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 20,862 | 6.46 | 580 | 7.82 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 112,870 | 53.81 | 3,266 | 57.40 | ||||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 11,085 | 18.09 | 321 | 20.75 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 13,943 | 6.57 | 404 | 8.92 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 9,508 | 0.64 | 275 | 3.00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 207,063 | 1.81 | 6 | 0.00 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 15,194 | 3.61 | 421 | 21.04 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 1,226 | 0.25 | 35 | 2.94 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 4,115 | 4.36 | 119 | 7.21 | ||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 10,889 | 7.89 | 315 | 10.53 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 180,000 | 9.09 | 5,209 | 11.64 | ||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 1,745,664 | 1.25 | 50,520 | 3.62 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 306,856 | 3.54 | 8,880 | 5.95 | ||||
| 2025-08-04 | 13F | 特瑞尔兄弟公司 | 20,605 | 0.87 | 596 | 3.29 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 16,128 | 467 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 226,811 | 6,564 | ||||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 401,469 | 28.00 | 11,619 | 30.98 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 25,930 | 7.58 | 750 | 10.13 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 1,609 | 201.31 | 47 | 206.67 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 5,400,197 | 1.56 | 156,282 | 3.93 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 106,734 | 14.27 | 3,089 | 16.93 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 68,357 | 2.87 | 1,978 | 5.27 | ||||
| 2025-05-29 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 41,857 | 20.67 | 1,184 | 49.94 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 267,404 | 0.72 | 7,739 | 4.85 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 76,839 | 8.34 | 2,224 | 10.87 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 6,595 | 71.48 | 183 | 100.00 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 276,787 | 25.97 | 7,667 | 47.06 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 550,302 | 21.50 | 15,298 | 23.23 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 15,523,889 | 19.43 | 449,197 | 22.20 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 1,267,079 | 8.45 | 36,669 | 10.98 | ||||
| 2025-08-05 | 13F | 红木财富管理集团有限责任公司 | 24,725 | 2.79 | 716 | 5.15 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 39,624 | 1,204.71 | 1,098 | 1,423.61 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 171,735 | 5.58 | 4,970 | 8.07 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 8,116 | 235 | ||||||
| 2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 71,579 | 2,071 | ||||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 805,983 | 9.50 | 22,406 | 11.06 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 22,838 | 4.33 | 661 | 6.62 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 13,134 | 0.72 | 380 | 3.26 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 529,208 | 5.05 | 15,315 | 7.50 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 660 | 19 | ||||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 9,132 | 0.16 | 264 | 2.72 | ||||
| 2025-06-30 | NP | GCOW - Pacer 全球现金牛股息 ETF | 1,748,379 | 6.68 | 48,430 | 24.53 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 2,318,948 | 8.50 | 67,110 | 11.03 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 23,295 | 1.69 | 674 | 4.17 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 559,200 | 133.58 | 16,007 | 136.51 | |||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 13,004 | 0 | ||||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 142,300 | 130.26 | 4,118 | 135.72 | ||||
| 2025-07-22 | 13F | 萨顿广场投资者有限公司 | 8,855 | 10.03 | 256 | 12.78 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 43,615 | 1.29 | 1,262 | 3.70 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 1,515,377 | 1.48 | 43,855 | 3.85 | ||||
| 2025-08-22 | NP | 可变保险产品基金 III - 增长机会投资组合初始类别 | 671,900 | 44.65 | 19,445 | 48.02 | ||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 8,329 | 241 | ||||||
| 2025-06-30 | NP | VAGVX - Vanguard Advice Select 全球价值基金 Admiral Shares | 265,106 | 7,343 | ||||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 129,067 | 9.92 | 3,735 | 12.50 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 347,558 | 0.35 | 9,662 | 20.46 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 2,535 | 1.00 | 73 | 4.29 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 35,862 | 15.25 | 1,038 | 17.97 | ||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 9,658 | 3.04 | 280 | 5.28 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 12,718 | 4.02 | 368 | 6.67 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 83,388 | 3.73 | 2,413 | 6.16 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 2,880 | 204.76 | 80 | 220.00 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 155,883 | 27.76 | 5 | 33.33 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 111,625 | 42.47 | 3,092 | 66.33 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 966,230 | 3.95 | 27,963 | 6.38 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 970,772 | 7.44 | 28,094 | 9.94 | ||||
| 2025-08-13 | 13F | 第1832章 | 892,301 | 877.14 | 25,823 | 900.12 | ||||
| 2025-05-28 | NP | FCGBX - 邓普顿全球平衡基金 C 类 | 150,859 | 4,266 | ||||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 22,264 | 617 | ||||||
| 2025-08-07 | 13F | 卡斯卡特金融合作伙伴有限责任公司 | 23,768 | 1.28 | 688 | 3.62 | ||||
| 2025-05-22 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 45,942 | 1,299 | ||||||
| 2025-07-24 | 13F | PDS 规划公司 | 39,309 | 7.16 | 1,138 | 9.64 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 184,342 | 2.54 | 5,335 | 4.92 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 54,847 | 20.11 | 1,587 | 22.93 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 8,134,843 | 235,422 | ||||||
| 2025-07-29 | 13F | 价值观第一顾问公司 | 599 | 0.34 | 17 | 6.25 | ||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 31,332 | 907 | ||||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 50,096 | 15.56 | 1,450 | 18.29 | ||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 67,376 | 40.38 | 1,950 | 78.48 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 91,488 | 69.50 | 2,648 | 73.46 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 23,891 | 13.20 | 691 | 15.94 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 655,071 | 45.28 | 18,958 | 48.67 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 74,870 | 1.87 | 2,167 | 4.23 | ||||
| 2025-07-31 | 13F | 霍巴特私人资本有限责任公司 | 18,361 | 67.79 | 531 | 71.84 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 773,690 | 3.63 | 21,431 | 20.97 | ||||
| 2025-06-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | 43,878 | 1,215 | ||||||
| 2025-08-12 | 13F | Qvr有限公司 | 7,168 | 207 | ||||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 29,061 | 33.47 | 841 | 36.75 | ||||
| 2025-07-14 | 13F | Buska 财富管理有限责任公司 | 13,533 | 0.24 | 392 | 2.62 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 72,211 | 0.47 | 2,090 | 2.81 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 22,571 | 58.87 | 653 | 62.84 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 13,553 | 6.01 | 392 | 8.59 | ||||
| 2025-07-25 | 13F | 卡巴哈尔奥尔森金融服务集团有限责任公司 | 12,218 | 0.21 | 354 | 2.62 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 5,723 | 75.98 | 165 | 79.35 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 12,887 | 0.05 | 373 | 2.20 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 389,157 | 4.60 | 11,262 | 7.05 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 497,293 | 14,392 | ||||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 11,763 | 0.52 | 340 | 3.03 | ||||
| 2025-08-26 | NP | Profunds - Profunds 电信副总裁 | 22,496 | 26.06 | 651 | 29.17 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 12,479 | 1.65 | 361 | 4.03 | ||||
| 2025-08-12 | 13F | OneAscent投资解决方案有限责任公司 | 18,760 | 21.24 | 1 | |||||
| 2025-08-28 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 10,335,664 | 4.73 | 299,114 | 7.18 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 1,344,583 | 2.67 | 38,912 | 5.06 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 2,822 | 149.51 | 67 | 1.54 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 1,354 | 52.99 | 39 | 56.00 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 55,247,484 | 8.66 | 1,598,697 | 11.18 | ||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 721,262 | 404.38 | 20,873 | 416.15 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 77,864 | 0.28 | 2,253 | 2.64 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 9,156 | 264 | ||||||
| 2025-07-09 | 13F | 灯塔金融集团 | 15,198 | 1.48 | 440 | 3.78 | ||||
| 2025-08-25 | NP | LEGR - First Trust Indxx 创新交易和流程 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 49,798 | 5.38 | 1,441 | 7.86 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 738,880 | 21,383 | ||||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 186,953 | 13.47 | 5,197 | 15.11 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 42,196 | 470.22 | 1,221 | 484.21 | ||||
| 2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | 14,735 | 0 | ||||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 2,106,263 | 4.07 | 58,813 | 3.12 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 9,773 | 2.30 | 283 | 4.44 | ||||
| 2025-07-11 | 13F | 格兰特私人财富管理公司 | 229,950 | 6,655 | ||||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 36,500 | 153.47 | 1,056 | 159.46 | |||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 7,551 | 219 | ||||||
| 2025-07-30 | 13F | 汤森联合公司 | 7,201 | 202 | ||||||
| 2025-08-28 | NP | XLSR - SPDR(R) SSGA 美国行业轮动 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 112,402 | 3,253 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 53,239,046 | 9.23 | 1,540,738 | 11.78 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 电信基金可变年金 | 13,732 | 93.27 | 397 | 98.50 | ||||
| 2025-08-06 | 13F | 瑞欧盈财务顾问有限公司 | 19,826 | 574 | ||||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 29,834 | 2.04 | 863 | 4.48 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 31,311 | 11.79 | 867 | 30.57 | ||||
| 2025-08-07 | 13F | 品尼高控股有限公司 | 2,972 | 86 | ||||||
| 2025-08-07 | 13F | 英杰华公司 | 5,359,018 | 6.74 | 155,090 | 9.23 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 609,840 | 486.61 | 17,472 | 500.79 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 599,673 | 3.13 | 17 | 6.25 | ||||
| 2025-06-25 | NP | IDIVX - 诚信红利丰收基金，A类 | 300,000 | 20.00 | 8,310 | 40.09 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 46,088 | 14.89 | 1,334 | 17.55 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 52,555 | 12.67 | 1,452 | 16.17 | ||||
| 2025-07-25 | 13F | RHS 金融有限责任公司 | 14,742 | 15.36 | 427 | 18.01 | ||||
| 2025-07-16 | 13F | 五大洋顾问 | 17,955 | 2.06 | 520 | 4.43 | ||||
| 2025-08-28 | NP | BIGRX - 收入与增长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 149,790 | 52.90 | 4,335 | 56.46 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 282,876 | 0.54 | 8,186 | 2.89 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 25,729 | 8.93 | 745 | 11.54 | ||||
| 2025-06-27 | NP | PUI - Invesco DWA 公用事业动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 89,266 | 57.99 | 2,473 | 84.48 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 42,750 | 1.86 | 1,237 | 4.30 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 26,453 | 34.75 | 766 | 37.84 | ||||
| 2025-08-06 | 13F | 保尔森财富管理公司 | 12,643 | 6.84 | 366 | 9.28 | ||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 37,802 | 12.69 | 1,072 | 13.08 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 10,527 | 1.06 | 305 | 3.40 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 3,177 | 2.19 | 92 | 3.41 | ||||
| 2025-07-15 | 13F | 舒尔曼·德梅奥资产管理有限责任公司 | 14,407 | 0.04 | 417 | 2.21 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 18,876 | 35.51 | 546 | 38.93 | ||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 7,771 | 225 | ||||||
| 2025-08-12 | 13F | 贝莱德公司 | 562,770,655 | 1.23 | 16,286,583 | 3.60 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 4,045 | 5.59 | 117 | 8.33 | ||||
| 2025-07-23 | 13F | 绅士私人财富有限责任公司 | 23,144 | 0.66 | 670 | 2.92 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 5,680 | 1.63 | 164 | 3.80 | ||||
| 2025-07-16 | 13F | BOS 资产管理有限责任公司 | 33,937 | 1.03 | 982 | 3.48 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 231,744 | 0.43 | 6,489 | 4.88 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 54,459 | 3.56 | 1,576 | 5.99 | ||||
| 2025-06-24 | NP | 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF | 380 | 11 | ||||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 1,177,797 | 110.13 | 34,085 | 115.03 | ||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 172,656 | 323.21 | 4,997 | 333.30 | ||||
| 2025-08-13 | 13F | 拉布和莫斯科维茨资产管理有限责任公司 | 21,273 | 13.12 | 616 | 15.82 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 10,053 | 291 | ||||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 232,147 | 5.19 | 6,718 | 7.64 | ||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 145,406 | 28.29 | 4,042 | 30.14 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 17,891 | 0.42 | 518 | 2.78 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 5,128 | 6.30 | 148 | 8.82 | ||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 592,694 | 6.64 | 17,153 | 9.12 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 全球增长 II 级 | 94,903 | 2,746 | ||||||
| 2025-08-06 | 13F | 西蒙斯银行 | 47,552 | 1.23 | 1,376 | 3.61 | ||||
| 2025-08-05 | 13F | 维瑞特资产管理公司 | 15,647 | 6.64 | 453 | 9.18 | ||||
| 2025-08-08 | 13F | 认可投资者公司 | 12,093 | 6.71 | 350 | 9.06 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 664,452 | 2.11 | 19,229 | 4.49 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 177,861 | 5,147 | ||||||
| 2025-07-16 | 13F | 独立财富网络公司 | 19,039 | 6.23 | 551 | 8.70 | ||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 248,178 | 0.91 | 7,182 | 3.26 | ||||
| 2025-07-31 | 13F | AF 顾问公司 | 7,557 | 0.35 | 219 | 2.83 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 475,707 | 1.23 | 13,767 | 3.59 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 12,735 | 1.10 | 369 | 3.37 | ||||
| 2025-07-29 | 13F | Mb，Levis＆Associates，Llc | 2,002 | 0.20 | 58 | 1.79 | ||||
| 2025-04-29 | NP | SGLIX - SGI 全球股票基金 I 类股票 | 33,717 | 142.57 | 924 | 323.85 | ||||
| 2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 59,678 | 9.24 | 1,727 | 11.85 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 8,972 | 33.51 | 260 | 36.32 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 290,784 | 6.06 | 8,415 | 8.54 | ||||
| 2025-06-30 | NP | FLAG - Global X 标普500美国市场领先者50支ETF | 2,989 | 83 | ||||||
| 2025-06-26 | NP | DYNF - 贝莱德美国股票因子轮换 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,003,107 | 6.25 | 221,686 | 24.03 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Call | 19,000 | 54,986 | |||||
| 2025-08-06 | 13F | 加里森点顾问有限公司 | 8,474 | 0.07 | 245 | 2.51 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 665,616 | 123.55 | 19,263 | 128.76 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 7,142 | 2.22 | 202 | 26.42 | ||||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 11,475 | 332 | ||||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 938 | 26 | ||||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 37,965 | 5.19 | 1,099 | 7.65 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 36,356 | 29.63 | 1,052 | 32.66 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 12,460 | 350 | ||||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 2,195,564 | 15.46 | 61,037 | 17.10 | ||||
| 2025-08-07 | 13F | 商业银行 | 2,346,461 | 43.02 | 67,907 | 46.36 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 156,533 | 31.34 | 4,530 | 34.42 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 20,293 | 18.62 | 587 | 21.53 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 6,844,437 | 2.34 | 198,078 | 4.73 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 28,107 | 11.83 | 779 | 30.54 | ||||
| 2025-07-31 | 13F | 沃伯顿资本管理有限公司 | 8,025 | 10.07 | 0 | |||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 301,287 | 0.21 | 8,719 | 2.55 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 33,702 | 6.74 | 975 | 9.30 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 446,629 | 28.36 | 12,772 | 33.69 | ||||
| 2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 8,550 | 247 | ||||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 47,328 | 24.68 | 1,370 | 27.59 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 65,506 | 51.75 | 1,896 | 55.33 | ||||
| 2025-08-26 | NP | TQMVX - T. Rowe Price QM 美国价值股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,358 | 71.56 | 502 | 75.52 | ||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 10,998 | 0.11 | 318 | 2.58 | ||||
| 2025-08-14 | 13F | 蓝鳍资本管理有限公司 | 32,100 | 929 | ||||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 204,249,500 | 2.40 | 5,910,981 | 4.79 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 14,796 | 102.88 | 428 | 107.77 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 175,242 | 8.42 | 4,854 | 26.57 | ||||
| 2025-07-02 | 13F | 克拉姆利联合公司 | 20,378 | 590 | ||||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 124,797 | 11.38 | 3,612 | 13.98 | ||||
| 2025-06-26 | NP | FSWCX - 富达 SAI 美国价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,226,167 | 22.71 | 144,765 | 43.24 | ||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 965,756 | 1,040.75 | 26,848 | 1,057.24 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 3,348 | 458.00 | 97 | 500.00 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 30,712 | 1.42 | 889 | 3.74 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 491,146 | 7.70 | 13,654 | 9.23 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 46,969 | 3.55 | 1,359 | 6.01 | ||||
| 2025-08-12 | 13F | 前沿资产管理有限责任公司 | 6,921 | 200 | ||||||
| 2025-07-30 | 13F | 诺丁汉顾问公司 | 9,647 | 279 | ||||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 52,268 | 90.36 | 1,513 | 94.85 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 50,625,079 | 4.11 | 1,465,090 | 6.54 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 13,058 | 14.21 | 378 | 16.72 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 1,894,508 | 7.87 | 54,827 | 10.39 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大盘价值系列 | 66,302 | 1,919 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 233,400 | 6,755 | |||||
| 2025-05-27 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,964,700 | 65.32 | 83,842 | 105.33 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 195,788 | 18.47 | 5,666 | 21.25 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 730,000 | 77.66 | 21,126 | 81.81 | |||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 295,770 | 19.60 | 8,193 | 39.60 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 520,539 | 7.20 | 14,721 | 33.14 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 1,764,761 | 7.51 | 51,072 | 10.01 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 1,184,255 | 260.84 | 34 | 277.78 | ||||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 8,743 | 0.01 | 253 | 8.12 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 274,974 | 22.66 | 7,958 | 25.52 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 402,529 | 12.40 | 11,649 | 15.03 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 54,400 | 7.36 | 957 | 12.59 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 95,774 | 8.64 | 2,772 | 11.15 | ||||
| 2025-08-06 | 13F | 业林拉皮多控股管理有限公司 | 16,488 | 3.11 | 477 | 5.53 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 8,956 | 9.07 | 259 | 11.64 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 68,090,748 | 4.51 | 1,970,557 | 6.95 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 30,059 | 18.48 | 870 | 21.20 | ||||
| 2025-07-09 | 13F | Lbmc 投资顾问有限公司 | 10,924 | 0.03 | 316 | 2.60 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 49,043 | 31.31 | 1,419 | 34.38 | ||||
| 2025-07-23 | 13F | 北方财务顾问公司 | 35,060 | 0.25 | 1,015 | 2.63 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 33,204 | 42.64 | 961 | 45.90 | ||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 273 | 16.67 | 8 | 40.00 | ||||
| 2025-08-14 | 13F | 贝克尔资本管理公司 | 22,713 | 0.14 | 657 | 2.50 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 461 | 6.96 | 13 | 8.33 | ||||
| 2025-08-28 | NP | XLC - 通信服务精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,660,087 | 3.37 | 1,060,943 | 5.78 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 833 | 7.48 | 24 | 14.29 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 15,431 | 447 | ||||||
| 2025-06-26 | NP | CABDX - AB 相对价值基金公司 A 类 | 324,740 | 8,995 | ||||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 3,677,006 | 40.83 | 106 | 45.21 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,151,673 | 0.47 | 59,601 | 17.27 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 535,759 | 15.19 | 15,505 | 17.87 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 821,668 | 16.52 | 23,779 | 19.24 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 232,239 | 20.92 | 6,721 | 23.73 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 4,816 | 0.63 | 139 | 2.96 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 10,053 | 1.18 | 0 | |||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 44,085 | 0.22 | 1,276 | 2.49 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 22,233 | 86.07 | 643 | 90.80 | ||||
| 2025-08-13 | 13F | 德纳投资顾问公司 | 22,065 | 151.97 | 639 | 158.30 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 1,725,831 | 1.68 | 49,946 | 4.05 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 223 | 129.90 | 6 | 200.00 | ||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 131,951 | 1.64 | 3,655 | 18.67 | ||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 23,359 | 1.09 | 676 | 3.52 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 37,356 | 5.09 | 1,081 | 7.56 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 3,431,130 | 4.34 | 99,297 | 6.77 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 52,994 | 1.66 | 1,534 | 4.00 | ||||
| 2025-07-23 | 13F | 奥普伦金融集团有限公司 | 9,632 | 2.19 | 279 | 4.51 | ||||
| 2025-04-29 | NP | SWSAX - SIIT 世界精选股票基金 A 类 | 114,400 | 589.16 | 3,136 | 716.41 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 1,823 | 74.12 | 0 | |||||
| 2025-07-16 | 13F/A | CX 机构 | 96,846 | 0.38 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 49,053 | 17.66 | 1,420 | 20.36 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 530,300 | 205.47 | 15,347 | 212.61 | |||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 23,491 | 2.92 | 680 | 5.27 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 1,137,100 | 9.56 | 32,908 | 12.12 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 312,214 | 9,035 | ||||||
| 2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 增长和收入系列标准 | 718,691 | 16.09 | 20,799 | 18.79 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 1,300 | 485.59 | 38 | 516.67 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 52,274 | 27.48 | 1,513 | 30.46 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 657 | 2.82 | 19 | 5.56 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 74,130 | 31.28 | 2,145 | 34.40 | ||||
| 2025-07-24 | 13F | 洞察投资有限责任公司 | 60,066 | 0.67 | 1,738 | 3.02 | ||||
| 2025-07-15 | 13F | 韦拉策略公司 | 11,065 | 8.76 | 320 | 11.50 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 25,774,366 | 2.64 | 745,909 | 5.04 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 1,818,446 | 282.49 | 52,626 | 291.41 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 37,375 | 207.89 | 1,050 | 206.12 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 411,783 | 30,357.32 | 11,917 | 31,260.53 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 8,959 | 1.73 | 259 | 4.02 | ||||
| 2025-08-07 | 13F | 霍奇斯资本管理公司 | 48,135 | 0.35 | 1,393 | 2.65 | ||||
| 2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 5,024,424 | 73.11 | 145,407 | 77.15 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 14,574 | 404 | ||||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 138,118 | 7.00 | 3,997 | 9.51 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 19,084 | 552 | ||||||
| 2025-07-10 | 13F | 科扎克联合公司 | 4,763 | 3.16 | 134 | 6.40 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 2,473,709 | 5.62 | 71,577 | 8.06 | ||||
| 2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 9,221 | 0.42 | 267 | 2.70 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 51,200 | 2.49 | 1,448 | 27.26 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 14,826 | 4.26 | 429 | 6.72 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 38,153 | 32.22 | 1,104 | 35.29 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 141,600 | 149.74 | 4,098 | 155.58 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 777,054 | 282.53 | 22,488 | 291.49 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 8,962 | 6.01 | 259 | 8.37 | ||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 31,241 | 3.33 | 904 | 5.73 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 14,128 | 12.30 | 409 | 14.93 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 10,523 | 17.98 | 305 | 20.63 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 298,157 | 18.54 | 8,628 | 21.32 | ||||
| 2025-07-15 | 13F | BCS财富管理 | 57,858 | 20.64 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 153,814 | 9.37 | 4,451 | 11.92 | ||||
| 2025-07-22 | 13F | IVC 财富顾问有限责任公司 | 8,006 | 5.98 | 232 | 8.45 | ||||
| 2025-08-12 | 13F | 白松资本有限公司 | 84,947 | 1.92 | 2,458 | 4.29 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 88,043 | 5.21 | 2,548 | 7.65 | ||||
| 2025-08-08 | 13F | 先锋信托银行 不适用/或 | 8,883 | 0.98 | 257 | 3.63 | ||||
| 2025-07-24 | 13F | 鲍德温兄弟公司/马 | 11,277 | 23.25 | 326 | 26.36 | ||||
| 2025-08-26 | NP | TEXN - iShares 德州股票 ETF | 14,475 | 419 | ||||||
| 2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 12,122 | 0.25 | 351 | 2.64 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 9,475 | 274 | ||||||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 13,899 | 35.48 | 402 | 38.62 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 52,172 | 37.41 | 1,510 | 40.63 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 19,645 | 3.24 | 569 | 5.58 | ||||
| 2025-06-25 | NP | BKDV-纽约梅隆银行动态价值ETF | 304,782 | 1,624.56 | 8,442 | 1,914.80 | ||||
| 2025-05-15 | 13F | Proquility 私人财富合作伙伴有限责任公司 | 119,794 | 22.75 | 3,388 | 52.43 | ||||
| 2025-08-12 | 13F | 克利尔沃特资本顾问有限公司 | 15,440 | 0.13 | 447 | 2.29 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 31,671 | 61.35 | 917 | 65.05 | ||||
| 2025-08-12 | 13F | SPX 股票 Gestao de Recursos Ltda | 100,000 | 100.00 | 2,894 | 104.67 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 510,778 | 14,782 | ||||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 2,165,431 | 2.68 | 62,668 | 5.08 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 310,547 | 3.15 | 8,987 | 5.56 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 237,023 | 12.05 | 6,859 | 14.66 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 7,388 | 39.08 | 205 | 41.38 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 3,665 | 962.32 | 106 | 1,077.78 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 19,708 | 17.60 | 546 | 37.28 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 13,906 | 402 | ||||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 878,604 | 7.49 | 24,425 | 9.03 | ||||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 15,271 | 36.32 | 442 | 39.56 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 2,683,400 | 2.01 | 78 | 4.05 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 67,819 | 6.28 | 1,963 | 8.76 | ||||
| 2025-08-25 | NP | DDIV - First Trust Dorsey Wright 动量和股息 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 70,248 | 2,033 | ||||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 34,653 | 23.35 | 1,003 | 26.16 | ||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 14,417 | 0.83 | 417 | 3.22 | ||||
| 2025-07-09 | 13F | WealthCare 投资伙伴有限责任公司 | 24,956 | 2.89 | 708 | 10.82 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 129,148 | 1.64 | 3,738 | 4.01 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 31,979 | 0.53 | 925 | 2.89 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 2,494 | 1.80 | 0 | |||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 1,791 | 6.86 | 50 | 25.64 | ||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 1,693 | 2.54 | 47 | 17.95 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 772,975 | 2.53 | 22,370 | 4.92 | ||||
| 2025-08-12 | 13F | 阿特拉斯资本顾问有限公司 | 122,417 | 2.89 | 3,543 | 5.29 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 60,252 | 8.85 | 1,744 | 11.37 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 81,435 | 1.21 | 2,357 | 3.56 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 1,916 | 3.18 | 53 | 20.45 | ||||
| 2025-07-23 | 13F | 兰辛街顾问公司 | 8,311 | 0.20 | 241 | 2.56 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 61,192 | 0.91 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 71,862 | 189.06 | 2,079 | 194.33 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 13,737,363 | 7.33 | 397,559 | 9.83 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 1,064 | 2.70 | 29 | 20.83 | ||||
| 2025-07-22 | 13F | 塔尔博特金融有限责任公司 | 388,725 | 17.86 | 11,250 | 20.61 | ||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 105,907 | 334.47 | 3,065 | 344.70 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 591,900 | 116.26 | 17,130 | 121.30 | |||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 504,400 | 581.62 | 14,597 | 597.75 | |||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 76,102 | 2.51 | 2,202 | 4.91 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 1,434,428 | 4.52 | 41,512 | 6.96 | ||||
| 2025-07-23 | 13F | 查特信托公司 | 36,193 | 9.43 | 1,047 | 11.98 | ||||
| 2025-06-24 | NP | CSQIX - MANTEIO MULTIALTERNATIVE STRATEGY FUND I 类股份 | 27,011 | 748 | ||||||
| 2025-07-17 | 13F | MBA顾问有限责任公司 | 16,395 | 0.09 | 474 | 2.38 | ||||
| 2025-07-08 | 13F | 下一级私人有限责任公司 | 114,295 | 0.81 | 3,308 | 3.15 | ||||
| 2025-07-30 | 13F | 罗斯柴尔德资本合伙人有限责任公司 | 7,070 | 205 | ||||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 59,789 | 1.30 | 1,730 | 3.66 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 53,390 | 4.80 | 1,545 | 7.29 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 41,335 | 4.38 | 1,196 | 6.88 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 375,877 | 0.50 | 10,449 | 1.93 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 14,676 | 23.29 | 425 | 26.19 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 20,779 | 601 | ||||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 40,652 | 5.17 | 1,176 | 7.59 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 167,181 | 598.83 | 4,838 | 615.68 | ||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 64,936 | 565.12 | 1,879 | 583.27 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 55,990 | 8.78 | 1,620 | 11.34 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 1,120 | 32 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 950,054 | 80.34 | 27,495 | 84.55 | ||||
| 2025-07-23 | 13F | 德雷克联合有限责任公司 | 8,940 | 3.54 | 259 | 5.74 | ||||
| 2025-08-15 | 13F | 灯笼财富顾问有限责任公司 | 7,959 | 230 | ||||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 722,922 | 16.61 | 20,025 | 36.12 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 299,649 | 10.48 | 8,672 | 13.05 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 29,054 | 43.17 | 841 | 46.60 | ||||
| 2025-08-13 | 13F | Allium 财务顾问有限公司 | 8,443 | 244 | ||||||
| 2025-07-21 | 13F | 三合财富合伙有限公司 | 21,261 | 4.86 | 615 | 7.33 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 1,551,505 | 9.07 | 44,901 | 11.59 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 1,062 | 29 | ||||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 8,490 | 0.86 | 246 | 2.94 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,903,980 | 0.74 | 440,540 | 17.59 | ||||
| 2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 25,300 | 5.85 | 732 | 8.44 | ||||
| 2025-08-07 | 13F | 拉弗投资公司 | 7,888 | 228 | ||||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 14,185 | 4.66 | 411 | 7.05 | ||||
| 2025-07-11 | 13F | 米勒霍华德投资公司/纽约 | 246,920 | 2.48 | 7,146 | 4.87 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 147,646 | 989.96 | 3,335 | 836.52 | ||||
| 2025-07-22 | 13F | Orca 财富管理有限公司 | 32,537 | 0.94 | 942 | 3.29 | ||||
| 2025-08-29 | NP | DHS - WisdomTree 美国高股息基金 不适用 | 1,571,407 | 2.46 | 45,477 | 4.85 | ||||
| 2025-08-06 | 13F | 南州公司 | 25,776 | 37.33 | 746 | 40.57 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,380 | 81.77 | 619 | 86.14 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 4,549 | 11.85 | 126 | 31.25 | ||||
| 2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 14,998 | 1.00 | 434 | 3.58 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 4,062 | 3.99 | 118 | 6.36 | ||||
| 2025-08-07 | 13F/A | 约瑟夫集团资本管理 | 189,396 | 4.25 | 5,481 | 6.70 | ||||
| 2025-08-26 | NP | EHLS - 均势多空 ETF | 22,853 | 265.18 | 661 | 275.57 | ||||
| 2025-07-17 | 13F | 峰会金融策略公司 | 8,701 | 252 | ||||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 21,787 | 2.04 | 631 | 4.48 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 2,931,574 | 8.46 | 84,840 | 4.84 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 1,321,266 | 111.00 | 38,237 | 115.92 | ||||
| 2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 4,124 | 22.70 | 119 | 25.26 | ||||
| 2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 262 | 0.38 | 8 | 0.00 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 1,856,370 | 22.17 | 54 | 26.19 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 128,730 | 32.27 | 3,725 | 35.36 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 24,591 | 712 | ||||||
| 2025-08-08 | 13F | Bouchey金融集团有限公司 | 13,020 | 38.95 | 377 | 42.42 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 27,849 | 4.69 | 806 | 7.05 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 19,373 | 12.56 | 561 | 15.23 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 214,309 | 41.37 | 6,202 | 44.67 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 31,393 | 1.08 | 908 | 3.42 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 105,026 | 15.87 | 3,039 | 18.57 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 44,310 | 43.44 | 1,232 | 45.51 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 89,963 | 2.96 | 2,604 | 5.34 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 1,100 | 0.00 | ||||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 79,347 | 0.15 | 2,206 | 1.57 | ||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 41,208 | 2.40 | 1,193 | 4.75 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 4,688,911 | 5.31 | 129,883 | 22.92 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 2,878,142 | 18.34 | 83 | 22.06 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 39,545 | 57.09 | 1,144 | 60.90 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 181,487 | 6.51 | 5,252 | 9.01 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 119,097 | 3.36 | 3,447 | 5.77 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 3,935,545 | 8.29 | 109,015 | 26.40 | ||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 8,000 | 7.54 | 232 | 10.00 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 1,762 | 7.37 | 51 | 8.70 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 74,552 | 8.18 | 2,158 | 10.73 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 3,217,474 | 7.45 | 93,114 | 9.96 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | Put | 1,000 | 0 | |||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 1,670,517 | 1.84 | 48,345 | 4.22 | ||||
| 2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 4,138 | 18.57 | 120 | 21.43 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 47,911 | 0.27 | 1,387 | 2.59 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 51,625 | 8.09 | 1,494 | 10.67 | ||||
| 2025-07-29 | 13F | 温盖特财富顾问有限公司 | 7,546 | 218 | ||||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,649,713 | 0.11 | 47,743 | 2.44 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 205,074 | 1,325.11 | 5,935 | 1,361.58 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 296 | 8 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 11,935 | 364.40 | 345 | 379.17 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 18,813 | 1.07 | 544 | 3.42 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 12,632 | 44.09 | 366 | 47.77 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian Growth & Income VIP 基金 | 41,169 | 1,191 | ||||||
| 2025-08-07 | 13F | 赛普拉斯资本有限责任公司 | 8,105 | 0.07 | 235 | 2.18 | ||||
| 2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 226,366 | 18.24 | 6,551 | 21.00 | ||||
| 2025-08-13 | 13F | 胡贝尔资本管理有限责任公司 | 644,525 | 3.16 | 18,653 | 5.57 | ||||
| 2025-07-29 | 13F | 弗拉文金融服务有限公司 | 7,595 | 0.12 | 220 | 2.34 | ||||
| 2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 9,591 | 12.91 | 278 | 15.42 | ||||
| 2025-07-29 | 13F | 经验资产管理有限责任公司 | 10,081 | 2.85 | 292 | 5.05 | ||||
| 2025-07-29 | 13F | CapWealth 顾问有限责任公司 | 15,500 | 0.92 | 449 | 3.23 | ||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 3,953,166 | 11.07 | 114,405 | 13.66 | ||||
| 2025-07-16 | 13F | 斯蒂尔沃特资本顾问有限公司 | 8,160 | 236 | ||||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 146,740 | 21.68 | 4,065 | 42.05 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 20,788 | 0.53 | 602 | 2.91 | ||||
| 2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 54,387 | 29.58 | 1,574 | 32.63 | ||||
| 2025-08-14 | 13F | 三、资本管理 | 30,000 | 868 | ||||||
| 2025-07-15 | 13F | 伯恩斯马特森资本管理有限责任公司 | 15,461 | 447 | ||||||
| 2025-06-26 | NP | AMECX - 美国 A 类收入基金 | 36,121,347 | 3.33 | 1,000,561 | 20.61 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 9,317 | 11.85 | 270 | 14.47 | ||||
| 2025-08-13 | 13F | 西部财富集团有限责任公司 | 12,849 | 3.13 | 353 | -0.28 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 14,581 | 3.83 | 422 | 6.05 | ||||
| 2025-08-15 | 13F | 布朗财务顾问 | 15,092 | 437 | ||||||
| 2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 6,733 | 28.08 | 195 | 31.08 | ||||
| 2025-05-27 | NP | QBA2Q - 平衡投资组合初始类别 | 857,200 | 189.20 | 24,242 | 259.18 | ||||
| 2025-08-05 | 13F | Hapanowicz & Associates 金融服务公司 | 7,815 | 226 | ||||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 3,486 | 101 | ||||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 141,152 | 5.35 | 4,085 | 7.79 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 33,726 | 2.37 | 976 | 4.83 | ||||
| 2025-07-16 | 13F | GenWealth 集团有限公司 | 14,191 | 1.57 | 411 | 3.80 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 52,811 | 95.73 | 1,528 | 100.26 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 19,958 | 7.79 | 578 | 10.33 | ||||
| 2025-08-12 | 13F | 寨湖规划与财富管理有限公司 | 8,294 | 0.21 | 240 | 2.56 | ||||
| 2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,313,698 | 8.72 | 286,721 | 10.26 | ||||
| 2025-07-25 | 13F | 退休计划集团有限责任公司/纽约 | 26,129 | 3.90 | 756 | 6.33 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 22,557 | 5.39 | 653 | 13.39 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 5,447,036 | 10.73 | 157,637 | 13.31 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 329,367 | 1.02 | 9,533 | 3.38 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 32,889 | 7.54 | 952 | 10.07 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 5,478 | 159 | ||||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,546 | 1.32 | 874 | 18.29 | ||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 35,712 | 1,034 | ||||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 198,500 | 13.62 | 5,745 | 16.28 | |||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 141,300 | 2.54 | 4,089 | 4.95 | |||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 3,986,981 | 10.43 | 110,838 | 12.00 | ||||
| 2025-07-08 | 13F | E. Ohman J：或资产管理公司 | 1,874,949 | 0.09 | 54,261 | 2.43 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares 主动收益 ETF | 189,131 | 5,349 | ||||||
| 2025-07-22 | 13F | 鲍威尔投资顾问有限责任公司 | 17,581 | 0.80 | 509 | 3.04 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 1,076,747 | 6.38 | 29,826 | 24.18 | ||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 97,637 | 5.52 | 2,826 | 7.99 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 229,545 | 0.54 | 6,643 | 2.90 | ||||
| 2025-07-25 | 13F | GFS 顾问有限责任公司 | 16,515 | 478 | ||||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 9,140 | 253 | ||||||
| 2025-06-26 | NP | FCPI - 富达通胀股票 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,914 | 21.22 | 496 | 41.71 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 2,888 | 33.58 | 0 | |||||
| 2025-07-16 | 13F | Minichmacgregor 财富管理有限公司 | 38,232 | 15.69 | 1,106 | 18.42 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 2,099,662 | 4.20 | 61 | 7.14 | ||||
| 2025-08-28 | 13F | 汇添富资产管理有限公司 | 24,498 | 709 | ||||||
| 2025-07-11 | 13F | 资本优势公司 | 16,757 | 1.56 | 485 | 29.07 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 4,001,558 | 10.12 | 115,805 | 12.69 | ||||
| 2025-08-06 | 13F | Vantage 金融合作伙伴有限责任公司 | 42,675 | 0.01 | 1,235 | 2.40 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 386,300 | 21.48 | 11,180 | 24.31 | |||
| 2025-08-29 | NP | QMOM - Alpha Architect 美国量化动量ETF | 240,352 | 6,956 | ||||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 1,198,411 | 9.28 | 34,682 | 11.83 | ||||
| 2025-08-07 | 13F | 峰会 X 有限责任公司 | 9,366 | 12.21 | 270 | 14.41 | ||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 174,474 | 195.19 | 5,049 | 202.15 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 20,398 | 82.00 | 590 | 131.37 | ||||
| 2025-06-24 | NP | QLV - FlexShares 美国质量低波动指数基金 | 82,560 | 0.33 | 2,287 | 17.11 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 212,072 | 5.17 | 6,137 | 7.63 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 201,294 | 25.08 | 5,825 | 27.99 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 2,160 | 22.52 | 63 | 26.53 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 1,609 | 47 | ||||||
| 2025-08-25 | NP | DVOL - First Trust Dorsey Wright 动量和低波动性 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40,440 | 1,170 | ||||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 8,669,317 | 238.40 | 250,890 | 246.29 | ||||
| 2025-08-28 | 13F | 斯塔克财富管理有限责任公司 | 7,453 | 216 | ||||||
| 2025-08-27 | NP | WASAX - 常春藤资产策略基金A类 | 622,556 | 18,017 | ||||||
| 2025-04-01 | 13F | 中心资产管理有限责任公司 | 94,646 | 0.74 | 3 | 0.00 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 42,762 | 26.55 | 1,238 | 29.53 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 3,596,700 | 40.27 | 104,088 | 43.54 | |||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 43,294 | 4.60 | 1,204 | 6.08 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 2,279,700 | 593.76 | 65,975 | 610.01 | |||
| 2025-07-30 | 13F | 会员信托公司 | 24,592 | 23.11 | 712 | 26.06 | ||||
| 2025-06-27 | NP | LSEQ - Harbor 多空股票 ETF | 6,605 | 5.14 | 183 | 22.15 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 510 | 15 | ||||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 891,758 | 5.80 | 25,807 | 8.27 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 23,496 | 21.56 | 651 | 41.92 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 413,030 | 6.92 | 11,953 | 9.42 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 1,775 | 0.57 | 51 | 4.08 | ||||
| 2025-08-14 | 13F | TT资本管理有限公司 | 44,708 | 1,231 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 通信服务行业基金 (I) | 1,117,220 | 2.26 | 32,332 | 4.65 | ||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 9,353 | 1.65 | 271 | 3.85 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 297 | 16.47 | 9 | 33.33 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 18,899 | 6.23 | 547 | 8.55 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 625,489 | 2.68 | 18,102 | 5.07 | ||||
| 2025-08-05 | 13F | Telos 资本管理公司 | 18,043 | 22.01 | 522 | 24.88 | ||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 16,961 | 6.44 | 491 | 8.89 | ||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 20,770 | 56.64 | 601 | 60.70 | ||||
| 2025-07-28 | 13F | WealthPLAN 合作伙伴有限责任公司 | 13,726 | 3.43 | 397 | 5.87 | ||||
| 2025-08-14 | 13F | 毕宿五金融公司 | 6,994 | 202 | ||||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 2,082,644 | 4.02 | 60,272 | 6.45 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 15,205 | 23.22 | 0 | |||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 8,770,677 | 2.60 | 254 | 4.98 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 164,326 | 1.95 | 4,756 | 4.32 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 758,791 | 26.50 | 21,959 | 29.45 | ||||
| 2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 494,233 | 10.62 | 13,690 | 29.13 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | Put | 10,000 | 289 | |||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 489 | 6.54 | 14 | 16.67 | ||||
| 2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 47,395 | 1,318 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 8,426,812 | 3.13 | 243,872 | 5.54 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 17,518 | 6.11 | 507 | 8.58 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 27,591 | 0.07 | 798 | 2.44 | ||||
| 2025-07-17 | 13F | 西北财富管理有限公司 | 8,987 | 24.70 | 260 | 28.08 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 79,434 | 22.81 | 2,262 | 28.16 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 183,552 | 6.11 | 5,312 | 8.59 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 246,177 | 2.02 | 7,124 | 4.40 | ||||
| 2025-08-07 | 13F | 银色顾问公司 | 10,561 | 21.97 | 306 | 25.00 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,629,451 | 1.21 | 100,899 | 2.65 | ||||
| 2025-07-28 | 13F | 纳德勒金融集团公司 | 33,148 | 0.02 | 959 | 2.35 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 394,431 | 2,053.36 | 11,415 | 2,103.47 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 144,489 | 7.58 | 4,182 | 10.08 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,388,134 | 291.73 | 233,190 | 297.31 | ||||
| 2025-08-05 | 13F | 财务意识顾问公司 | 30,065 | 0.09 | 870 | 2.47 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 92,250 | 10.86 | 2,670 | 13.43 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 22,357 | 647 | ||||||
| 2025-04-23 | NP | GAGVX - 高盛蓝筹基金A级 | 30,200 | 0.56 | 828 | 18.99 | ||||
| 2025-07-22 | 13F | 支架风险投资有限公司。 | 16,890 | 489 | ||||||
| 2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 138 | 4 | ||||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 68,873 | 4.50 | 1,993 | 6.98 | ||||
| 2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 8,350 | 8.57 | 242 | 11.06 | ||||
| 2025-06-26 | NP | FEKFX - 富达股票收益 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 80,264 | 5.80 | 2,223 | 23.50 | ||||
| 2025-08-06 | 13F | 加拿大钱斯勒金融集团 WB LP | 15,920 | 1.15 | 461 | 3.37 | ||||
| 2025-05-08 | 13F | 美国财务顾问有限公司 | 10,423 | 16.13 | 295 | 44.12 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 340,900 | 37.18 | 9,866 | 40.39 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 214,300 | 42.39 | 6,202 | 45.70 | |||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 472,037 | 6.61 | 13,123 | 8.13 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 12,944,211 | 9.38 | 374,605 | 11.93 | ||||
| 2025-08-11 | 13F | 卡尔伯森 AN & Co 公司 | 76,648 | 2.65 | 2,218 | 5.07 | ||||
| 2025-07-21 | 13F | Jmac企业有限公司 | 14,751 | 427 | ||||||
| 2025-07-17 | 13F | 瓦格纳财富管理有限公司 | 119,047 | 1.75 | 3,445 | 4.14 | ||||
| 2025-08-14 | 13F | 基础设施资本顾问有限公司 | 40,721 | 38.28 | 1,178 | 41.59 | ||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 4,925 | 0.98 | 0 | |||||
| 2025-08-14 | 13F | 平衡石投资顾问 | 8,633 | 1.71 | 250 | 3.75 | ||||
| 2025-08-11 | 13F | 布朗财富管理有限公司 | 7,041 | 204 | ||||||
| 2025-08-05 | 13F | 贝克曼机构有限责任公司 | 7,310 | 0.05 | 0 | |||||
| 2025-08-13 | 13F | 帝国财务管理有限公司 | 40,596 | 4.50 | 1,175 | 6.92 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 57,954 | 33.53 | 1,677 | 36.67 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 4,002 | 2.25 | 116 | 4.55 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 69,256 | 2,004 | ||||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 114,623 | 11.28 | 3,317 | 13.91 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 23,539 | 12.93 | 681 | 15.62 | ||||
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 21,161 | 13.37 | 611 | 24.19 | ||||
| 2025-07-28 | NP | ICAP - InfraCap 股票收益基金 ETF | 40,721 | 38.28 | 1,132 | 40.27 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 214,965 | 103.39 | 6,221 | 158.56 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 41,299 | 112.17 | 1,195 | 117.27 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 58,165 | 27.61 | 1,683 | 30.67 | ||||
| 2025-04-08 | 13F | 埃文代尔财富管理 | 0 | 0 | ||||||
| 2025-08-27 | NP | VEIPX - 先锋股票收益基金投资者股份 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,272,909 | 5.49 | 94,718 | 7.95 | ||||
| 2025-05-30 | NP | DIVZ - TrueShares 低波动性股票收益 ETF | 250,178 | 112.54 | 7,075 | 163.99 | ||||
| 2025-07-15 | 13F | LeConte财富管理有限责任公司 | 20,798 | 26.22 | 602 | 29.25 | ||||
| 2025-07-14 | 13F | 帕拉西奥斯财富管理有限责任公司 | 26,618 | 32.31 | 770 | 35.56 | ||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 26,412 | 30.39 | 734 | 32.25 | ||||
| 2025-07-29 | 13F | 罗杰斯联合有限公司 | 10,000 | 6.94 | 289 | 9.47 | ||||
| 2025-08-13 | 13F | M 控股证券公司 | 110,382 | 4.82 | 3 | 50.00 | ||||
| 2025-07-08 | 13F | 莫里斯退休顾问有限责任公司 | 14,120 | 61.83 | 409 | 65.85 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 82,771 | 81.80 | 2,395 | 86.09 | ||||
| 2025-07-30 | 13F | 彭定康集团有限公司 | 101,760 | 9.32 | 2,945 | 11.85 | ||||
| 2025-08-11 | 13F | 瓦拉塔资本顾问有限公司 | 602,277 | 52.11 | 17,430 | 55.66 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 248,342 | 7.33 | 7 | 16.67 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 120,361 | 66.09 | 3,483 | 69.99 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 38,629 | 5.35 | 1,118 | 7.82 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 226,412 | 3.46 | 6,421 | 7.84 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 98 | 3 | ||||||
| 2025-07-14 | 13F | Kfg 财富管理有限公司 | 8,854 | 9.74 | 256 | 12.28 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 1,344,926 | 76.00 | 38,922 | 80.12 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1,059,578 | 109.17 | 30,696 | 115.39 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 130,046 | 5.10 | 3,764 | 33.58 | ||||
| 2025-06-27 | NP | CAGEX - Calamos 全球股票基金 A 类 | 125,600 | 3,479 | ||||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 9,741 | 6.11 | 282 | 8.49 | ||||
| 2025-08-13 | 13F | 奎斯特投资管理有限公司 | 20,844 | 1.53 | 603 | 3.97 | ||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 31,049 | 22.85 | 899 | 25.77 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 5,733,014 | 3.80 | 163,764 | 4.55 | ||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 16,294 | 13.06 | 472 | 15.72 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 400,531 | 90.68 | 11,591 | 95.13 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 190,697 | 3.79 | 5,519 | 6.22 | ||||
| 2025-07-29 | 13F | 相和金融集团有限公司 | 10,528 | 0.38 | 0 | |||||
| 2025-08-25 | NP | TDIV - First Trust 纳斯达克科技股息指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,133,992 | 2.40 | 61,758 | 4.79 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 259,108 | 1,046.50 | 7,499 | 1,073.40 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 209,062 | 18.93 | 6,050 | 21.71 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 75,588 | 2.12 | 2,188 | 4.49 | ||||
| 2025-07-22 | 13F | 橡树山财富顾问有限公司 | 34,512 | 48.46 | 976 | 48.55 | ||||
| 2025-07-08 | 13F | 化学财富管理有限责任公司 | 10,256 | 297 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 1,557 | 45 | ||||||
| 2025-08-13 | 13F | 瑞奇财富管理有限公司 | 8,620 | 0.71 | 249 | 2.89 | ||||
| 2025-08-28 | NP | GQHPX - GQG 合作伙伴美国优质股息收益基金投资者股份 | 600,154 | 17.38 | 17,368 | 20.12 | ||||
| 2025-07-11 | 13F | 四城投资集团有限责任公司 | 7,859 | 0.58 | 227 | 3.18 | ||||
| 2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 35,340 | 26.17 | 1,023 | 29.04 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 647 | 19 | ||||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 16,756 | 3.64 | 485 | 5.91 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 40,860 | 10.31 | 1,182 | 12.89 | ||||
| 2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 40,944 | 0.08 | 1 | 0.00 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,656,799 | 1.20 | 105,828 | 3.56 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 22,009 | 56.82 | 637 | 60.61 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 8,140 | 0 | ||||||
| 2025-07-15 | 13F | 爱国者投资管理公司 | 14,018 | 1.97 | 406 | 4.38 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 4,607 | 4.94 | 133 | 7.26 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 921 | 0.22 | 27 | 0.00 | ||||
| 2025-08-07 | 13F | 49 财富管理有限责任公司 | 26,768 | 12.80 | 775 | 15.35 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 | 25,195 | 54.52 | 729 | 58.13 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 181,025 | 18.68 | 5,239 | 21.45 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 27,868 | 6.83 | 807 | 9.36 | ||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 8,035 | 222 | ||||||
| 2025-08-28 | NP | RAYD - 瑞联量化发达市场股票ETF | 87,584 | 125.45 | 2,535 | 130.78 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 119,460 | 13.48 | 9,574 | 221.57 | ||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 137,499 | 3.70 | 3,979 | 6.13 | ||||
| 2025-07-08 | 13F | ZRC财富管理有限公司 | 2,157 | 0.56 | 62 | 3.33 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 9,422 | 7.41 | 261 | 25.00 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 75,495 | 3.55 | 2,185 | 5.97 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 1,298 | 1.72 | 36 | 16.67 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 463,067 | 0.29 | 12,827 | 17.06 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 1,808,700 | 0.16 | 52,344 | 2.50 | ||||
| 2025-08-14 | 13F | 弗里施金融集团公司 | 21,771 | 148.36 | 1 | |||||
| 2025-08-01 | 13F | 汽车所有者保险公司 | 144,553 | 98.02 | 4,183 | -71.20 | ||||
| 2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 3,803 | 3.60 | 105 | 20.69 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 79,916 | 2.83 | 2,313 | 5.23 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 31,734 | 18.66 | 918 | 21.43 | ||||
| 2025-08-26 | NP | Ivy可变保险投资组合 - Ivy VIP资产策略II级 | 196,413 | 5,684 | ||||||
| 2025-07-08 | 13F/A | 亚当斯资产顾问有限责任公司 | 437,240 | 1.15 | 12,654 | 3.51 | ||||
| 2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 789,082 | 0.37 | 23 | 0.00 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 7,093 | 205 | ||||||
| 2025-08-13 | 13F | 财务与税务建筑师有限责任公司 | 7,588 | 4.92 | 220 | 7.35 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 143,519 | 7,248.64 | 3,990 | 7,426.42 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 1,541 | 50.93 | 45 | 57.14 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 63,550 | 1.24 | 1,839 | 3.61 | ||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 32,834 | 5.06 | 950 | 7.59 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 515 | 15 | ||||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 978,732 | 1.93 | 28,325 | 4.31 | ||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 14,627 | 10.46 | 423 | 13.10 | ||||
| 2025-05-02 | 13F | 纳帕特里资本有限公司 | 7,584 | 214 | ||||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 2,300 | 64 | ||||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 10,950 | 81.26 | 317 | 85.88 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 538,376 | 1.45 | 15,581 | 3.82 | ||||
| 2025-07-17 | 13F | Poinciana 顾问集团有限责任公司 | 12,741 | 1.15 | 369 | 3.37 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 1,275,234 | 9.18 | 36,788 | 19.71 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 19,363 | 42.27 | 560 | 45.83 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 187,396 | 5,191 | ||||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 1,663,425 | 0.36 | 46,243 | 1.79 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 195,373 | 4.14 | 5,654 | 6.58 | ||||
| 2025-08-05 | 13F | 罗夫曼米勒联合公司 /pa/ | 214,209 | 0.20 | 6,199 | 2.55 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 59,325,758 | 7.44 | 1,716,887 | 9.95 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 450,893 | 39.56 | 12,751 | 73.34 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 2,799 | 0.65 | 81 | 2.56 | ||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 49,893 | 5.98 | 1,444 | 8.41 | ||||
| 2025-08-12 | 13F | 繁荣金融有限责任公司 | 8,068 | 233 | ||||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 11,673 | 12.06 | 338 | 14.63 | ||||
| 2025-08-14 | 13F | 基石资本管理有限公司 | 1,664,371 | 48,167 | ||||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 11,405 | 2.53 | 330 | 5.10 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 8,073 | 13.75 | 234 | 16.50 | ||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 45,886 | 1.10 | 1,328 | 3.43 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 48,971 | 0.93 | 1,417 | 3.28 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 35,392 | 3.95 | 1,024 | 6.44 | ||||
| 2025-07-09 | 13F | 大卫·J·伊瓦尔斯集团 | 13,884 | 2.75 | 402 | 4.97 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 126,260 | 26.97 | 3,510 | 28.81 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 51,400 | 153.20 | 1,488 | 159.06 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 588,179 | 90.08 | 17,022 | 94.53 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 26,743 | 13.26 | 774 | 15.89 | ||||
| 2025-08-05 | 13F | 马歇尔金融集团公司 /adv | 9,293 | 0.24 | 269 | 2.29 | ||||
| 2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,330,425 | 2.00 | 38,502 | 4.38 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 148 | 4 | ||||||
| 2025-07-17 | 13F | 城市控股公司 | 40,888 | 18.29 | 1,183 | 20.98 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 144,913 | 1.07 | 4,194 | 3.43 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 45,221 | 25.20 | 1,309 | 28.11 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 100,540 | 2.02 | 2,910 | 4.41 | ||||
| 2025-05-27 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,061 | 58 | ||||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 63,905 | 0.89 | 1,773 | -0.34 | ||||
| 2025-07-18 | 13F | 维克斯资本 | 55,284 | 7.29 | 1,600 | 9.75 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 64,598 | 1,869 | ||||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 365,700 | 52.00 | 10,583 | 55.54 | |||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 1,642 | 45 | ||||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 65,237,380 | 180.25 | 1,887,970 | 186.79 | ||||
| 2025-07-15 | 13F | 斯托克顿银行 | 7,766 | 0.65 | 225 | 2.75 | ||||
| 2025-05-13 | 13F | 沃茨·格威廉有限公司 | 9,291 | 263 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 24,016 | 259.68 | 695 | 269.68 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 2,953 | 50.66 | 85 | 54.55 | ||||
| 2025-08-14 | 13F | DeepCurrents 投资集团有限责任公司 | Put | 9,850 | 227.24 | 15,809 | 154.49 | |||
| 2025-08-12 | 13F | Titleist 资产管理有限公司 | 23,565 | 0.87 | 682 | 3.18 | ||||
| 2025-08-14 | 13F | AllSquare 财富管理有限责任公司 | 6,199 | 8.68 | 179 | 11.18 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 大盘价值基金 A 类 | 23,529 | 681 | ||||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 33,336 | 236.49 | 923 | 292.77 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 154,628 | 0.30 | 4,475 | 2.64 | ||||
| 2025-08-13 | 13F | 中医顾问有限责任公司 | 1,123 | -20.65 | ||||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 214,596 | 9.77 | 6,210 | 12.34 | ||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 39,348 | 1,139 | ||||||
| 2025-07-15 | 13F | Avaii 财富管理有限公司 | 14,164 | 3.24 | 410 | 5.68 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 165,111 | 9.65 | 4,778 | 12.19 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 21,552 | 32.42 | 624 | 35.43 | ||||
| 2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,339,399 | 176.64 | 64,801 | 222.94 | ||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 340,725 | 9.82 | 9,472 | 11.38 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 2,007,718 | 1.06 | 55,815 | 2.50 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 84,813 | 2,454 | ||||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 32,035 | 8.48 | 927 | 11.02 | ||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 12,425 | 3.79 | 360 | 31.99 | ||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,117,831 | 0.48 | 114,476 | 1.91 | ||||
| 2025-08-28 | NP | Elevation Series Trust - TrueShares 主动收益 ETF | 177,714 | 5,143 | ||||||
| 2025-07-21 | 13F | 未来金融财富管理有限责任公司 | 24,359 | 0.14 | 705 | 2.47 | ||||
| 2025-08-12 | 13F | 克拉克金融服务集团公司 /bd | 20,992 | 0.18 | 608 | 2.53 | ||||
| 2025-08-25 | NP | 美国基金保险系列-全球平衡基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 117,836 | 3,410 | ||||||
| 2025-08-07 | 13F/A | 全球清洁有限责任公司 | 15,797 | 12.19 | 457 | 14.82 | ||||
| 2025-04-28 | NP | VUSE - Vident 核心美国股票基金 | 305,474 | 6.98 | 8,373 | 26.61 | ||||
| 2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 6,960 | 193 | ||||||
| 2025-06-26 | NP | SCJAX - Steward 备兑看涨期权收入基金 A 类 | 15,200 | 24.59 | 421 | 45.67 | ||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 7,654 | 0.05 | 222 | 2.31 | ||||
| 2025-07-29 | 13F | 约菲投资管理有限公司 | 9,344 | 0.04 | 270 | 2.27 | ||||
| 2025-08-28 | NP | Horizon Funds - 中心全球基础设施基金投资者类别 | 108,853 | 3,150 | ||||||
| 2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 26,173 | 12.10 | 757 | 14.70 | ||||
| 2025-08-05 | 13F | JW Coons 顾问有限公司 | 7,028 | 203 | ||||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 655,700 | 18,976 | |||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,636 | 21.39 | 599 | 41.94 | ||||
| 2025-08-05 | 13F | 百富勤资产顾问公司 | 8,394 | 2.37 | 243 | 4.76 | ||||
| 2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 15,402 | 4.30 | 446 | 6.71 | ||||
| 2025-08-13 | 13F | 信托集团有限责任公司 | 133,250 | 0.55 | 3,856 | 2.91 | ||||
| 2025-06-23 | NP | ESMV - iShares ESG MSCI USA Min Vol Factor ETF | 1,537 | 0.26 | 43 | 16.67 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 33,800 | 6.03 | 978 | 8.55 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 41,371 | 21.44 | 1,197 | 24.30 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 205,466 | 0.84 | 5,946 | 3.19 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 10,421 | 302 | ||||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 17,000 | 0.97 | 492 | 3.15 | ||||
| 2025-07-17 | 13F | 频谱战略资本管理有限责任公司 | 80,873 | 2,340 | ||||||
| 2025-07-16 | 13F | Kingsman财富管理有限公司 | 31,089 | 900 | ||||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 55,730 | 19.55 | 1,613 | 22.31 | ||||
| 2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 11,253 | 26.40 | 326 | 29.48 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 72,769 | 2,106 | ||||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 17,527 | 6.88 | 499 | 11.63 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 19,054 | 73.33 | 528 | 102.69 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 1,248 | 7.96 | 36 | 12.50 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 44,959 | 60.06 | 1,301 | 63.85 | ||||
| 2025-08-14 | 13F | Xponance公司 | 1,176,782 | 6.02 | 34,056 | 8.50 | ||||
| 2025-08-14 | 13F | 嘉实投资服务有限公司 | 7,570 | 219 | ||||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 366,181 | 15.02 | 10,180 | 16.65 | ||||
| 2025-07-14 | 13F | 战略规划集团有限责任公司 | 11,735 | 0.81 | 340 | 3.04 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 3,435 | 7.34 | 99 | 10.00 | ||||
| 2025-07-28 | NP | SPVU - Invesco S&P 500 增强价值 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 131,474 | 13.63 | 3,655 | 15.23 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 262,073 | 34.72 | 7,584 | 37.87 | ||||
| 2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 13,994 | 13.06 | 405 | 15.43 | ||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 4,378 | 28.58 | 127 | 31.25 | ||||
| 2025-08-29 | NP | MDLV - 摩根登普西大盘价值 ETF | 40,168 | 19.36 | 1,162 | 22.19 | ||||
| 2025-08-26 | NP | Texas Capital Funds Trust - Texas Capital 德克萨斯股票指数 ETF | 15,052 | 6.09 | 436 | 8.48 | ||||
| 2025-08-13 | 13F | 托德资产管理有限公司 | 1,961,112 | 403.34 | 56,755 | 415.10 | ||||
| 2025-06-26 | NP | FNILX - 富达零大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,773,111 | 1.53 | 49,115 | 18.52 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 607,679 | 22.07 | 17,586 | 24.92 | ||||
| 2025-07-21 | 13F | 肯纳贝克储蓄银行 | 973 | 412.11 | 28 | 460.00 | ||||
| 2025-07-10 | 13F | 信任点公司 | 44,879 | 3.02 | 1,299 | 5.36 | ||||
| 2025-07-25 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,220,900 | 450,941 | ||||||
| 2025-08-11 | 13F | 美国信安证券公司 | 161,585 | 20.27 | 4,676 | 52.86 | ||||
| 2025-08-12 | 13F | 卡姆登国家银行 | 26,574 | 3.91 | 769 | 6.36 | ||||
| 2025-08-07 | 13F | 涵盖更多资产管理 | 25,887 | 136.61 | 749 | 142.39 | ||||
| 2025-06-26 | NP | CAIBX - 资本收益创造者 A 级 | 13,331,195 | 369,274 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 113,063 | 17.68 | 3,143 | 19.37 | ||||
| 2025-05-29 | NP | MCTOX - 现代资本战术机会基金 A 类股票 | 55,000 | 1,555 | ||||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 1,264,647 | 2.04 | 35,031 | 19.11 | ||||
| 2025-08-14 | 13F | 萨尔茨豪尔·迈克尔 | 14,998 | 20.97 | 434 | 24.00 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 385,805 | 10.96 | 11,165 | 13.55 | ||||
| 2025-08-01 | 13F | Reliant投资合伙公司 | 21,274 | 0.07 | 616 | 2.33 | ||||
| 2025-08-22 | NP | 可变保险产品基金 - 股权收益投资组合初始类别 | 1,977,870 | 5.74 | 57,240 | 8.21 | ||||
| 2025-08-08 | 13F | 创意策划 | 1,969,808 | 0.79 | 57,006 | 3.14 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 92,820 | 2,686 | ||||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 5,815,010 | 1.36 | 168,286 | 3.72 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 278,067 | 3.14 | 7,808 | 2.78 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 327,371 | 1.99 | 9,474 | 8.11 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 31,602 | 6.53 | 915 | 9.07 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 35,483 | 6.58 | 1,027 | 9.03 | ||||
| 2025-08-01 | 13F | 财富管理有限责任公司范式、策略 | 8,154 | 0.73 | 236 | 3.07 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 38,952 | 1,127 | ||||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 27,420 | 794 | ||||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 433,440 | 46.75 | 12,006 | 71.32 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 554,689 | 16 | ||||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 560,390 | 22.18 | 16,218 | 25.03 | ||||
| 2025-07-09 | 13F | 新罕布什尔银行 | 9,239 | 2.50 | 267 | 5.12 | ||||
| 2025-07-23 | 13F | TriaGen 财富管理有限责任公司 | 7,560 | 5.69 | 219 | 7.92 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 1,017,996 | 121.87 | 29,461 | 127.05 | ||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 19,632 | 0.37 | 568 | 2.71 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 434,616 | 3,473.56 | 12,575 | 2,355.86 | ||||
| 2025-07-24 | 13F | 法院广场顾问有限责任公司 | 23,888 | 0.05 | 691 | 2.37 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 1,523,498 | 0.76 | 42,201 | 17.62 | ||||
| 2025-07-15 | 13F | 传统金融集团有限责任公司 | 9,603 | 2.49 | 278 | 4.92 | ||||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 701,443 | 2.19 | 20,300 | 4.57 | ||||
| 2025-08-26 | NP | GMOV-GMO 美国价值 ETF | 9,185 | 82.06 | 266 | 86.62 | ||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 11,617 | 0.22 | 335 | 2.45 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 3,188 | 92 | ||||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 12,455 | 2.81 | 360 | 5.26 | ||||
| 2025-08-28 | NP | CPAI - Counterpoint 量化股票 ETF | 67,376 | 45.63 | 1,950 | 49.01 | ||||
| 2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 9,951 | 41.37 | 288 | 44.22 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 1,372 | 2.69 | 40 | 5.41 | ||||
| 2025-07-23 | 13F | 忠诚金融集团咨询服务有限责任公司 | 13,695 | 1.59 | 396 | 3.94 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,868 | 608 | ||||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 1,655 | 9.46 | 46 | 28.57 | ||||
| 2025-07-18 | 13F | 艾利投资管理有限公司 | 134,241 | 3,885 | ||||||
| 2025-08-15 | 13F | 海耶克卡伦投资管理公司 | 70,227 | 16.66 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 7,998 | 9.59 | 0 | |||||
| 2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 110,272 | 1.76 | 3,191 | 4.14 | ||||
| 2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,133,876 | 8.18 | 86,808 | 26.28 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 172,039,872 | 1.22 | 4,958,066 | 3.46 | ||||
| 2025-08-14 | 13F | MGB 财富管理有限责任公司 | 14,314 | 414 | ||||||
| 2025-06-27 | NP | RSPC - Invesco S&P 500 (R) 等权重通信服务 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 105,971 | 16.19 | 2,935 | 35.63 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 4,216 | 5.88 | 122 | 8.93 | ||||
| 2025-07-29 | 13F | 沙漏资本有限公司 | 200,970 | 3.19 | 5,816 | 5.61 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 13,101 | 2.58 | 379 | 4.99 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 468,607 | 37.58 | 13,561 | 40.79 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 10,633,313 | 3.79 | 307,728 | 6.21 | ||||
| 2025-07-18 | 13F | PBMares 财富管理有限责任公司 | 28,136 | 6.41 | 814 | 8.97 | ||||
| 2025-07-11 | 13F | 赖特投资者服务公司 | 122,850 | 120.55 | 3,555 | 125.71 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 256,100 | 212.48 | 7,412 | 219.85 | ||||
| 2025-08-07 | 13F | 策略资产管理公司 | 31,515 | 3.72 | 912 | 6.17 | ||||
| 2025-06-27 | NP | Calamos 全球总回报基金 | 87,930 | 2,436 | ||||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 2,904 | 20.50 | 84 | 23.53 | ||||
| 2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 18,135 | 18.14 | 525 | 20.74 | ||||
| 2025-08-13 | 13F | Elios 金融集团公司 | 23,277 | 0.33 | 674 | 2.59 | ||||
| 2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 145,929 | 1.74 | 4,223 | 4.12 | ||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 4 | 0 | ||||||
| 2025-07-29 | 13F | Consilio 财富顾问有限公司 | 7,797 | 3.18 | 219 | 2.35 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 22,811 | 43.28 | 634 | 45.41 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 6,284,813 | 3.56 | 174,089 | 20.89 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 9,232 | 31.96 | 267 | 35.53 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 27,895 | 95.27 | 807 | 100.25 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 6,756,372 | 44.01 | 166,571 | 35.61 | ||||
| 2025-07-17 | 13F | 坦帕斯财富规划有限责任公司 | 14,495 | 0.21 | 419 | 2.44 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 21,962,427 | 45.26 | 635,593 | 48.65 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 10,125,500 | 31.46 | 293,032 | 34.53 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 3,183,600 | 89.73 | 92,133 | 94.16 | |||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 281,331 | 745.27 | 7,793 | 1,117.50 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 41,861 | 42.08 | 1,211 | 45.38 | ||||
| 2025-05-27 | NP | FCFY - First Trust S&P 500 多元化自由现金流 ETF | 1,046 | 1.06 | 30 | 26.09 | ||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 26,136 | 16.75 | 756 | 19.43 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 638,900 | 170.72 | 18,490 | 177.03 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 26,860 | 119.43 | 774 | 123.70 | ||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,844,450 | 15.85 | 82,318 | 18.56 | ||||
| 2025-07-01 | 13F | 伯克特金融服务有限公司 | 82,375 | 13.02 | 2,384 | 15.62 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 8,505 | 15.97 | 0 | |||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 177,824 | 0.11 | 5 | 0.00 | ||||
| 2025-07-25 | 13F | 养老金保障基金委员会 | 27,700 | 802 | ||||||
| 2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 61,174 | 1.49 | 1,770 | 3.87 | ||||
| 2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 239,664 | 0.10 | 6,936 | 2.44 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 2,306,916 | 24.98 | 66,762 | 27.90 | ||||
| 2025-07-10 | 13F | 杰克逊广场资本有限公司 | 353,133 | 21.59 | 10,220 | 24.42 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 132,474 | 5.99 | 3,834 | 8.46 | ||||
| 2025-07-28 | 13F | 高山森林资本投资者有限公司 | 7,712 | 223 | ||||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 5,144,335 | 16.04 | 148,877 | 18.75 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 85,406 | 9.77 | 2,356 | 33.64 | ||||
| 2025-08-14 | 13F | Cura 财富顾问有限公司 | Call | 8,773 | 254 | |||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 683,823 | 4.27 | 19,790 | 6.70 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 18,851 | 2.32 | 546 | 4.61 | ||||
| 2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 5,415 | 71.85 | 150 | 101.35 | ||||
| 2025-09-03 | 13F | Q3 资产管理 | 103,454 | 3 | ||||||
| 2025-07-08 | 13F | 第一国民军 /ma/ /adv | 15,194 | 6.76 | 440 | 9.20 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 5,961 | 21.43 | 173 | 24.64 | ||||
| 2025-08-11 | 13F | Ironsides 资产顾问有限责任公司 | 24,068 | 28.55 | 697 | 31.57 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 1,071 | 5.93 | 31 | 7.14 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 99,806 | 3.00 | 2,775 | 4.48 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 4,054 | 31.67 | 117 | 39.29 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 159,583 | 5.93 | 4,618 | 8.40 | ||||
| 2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 439 | 8.40 | 13 | 9.09 | ||||
| 2025-07-14 | 13F | 梅森有限责任公司 | 6,361 | 19.12 | 184 | 21.85 | ||||
| 2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 8,128 | 10.49 | 235 | 12.98 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 276,004 | 5.14 | 7,988 | 7.60 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 33,961 | 983 | ||||||
| 2025-08-14 | 13F | 灯塔投资顾问有限公司 | 22,879 | 0.47 | 642 | -0.31 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 84,414 | 75.58 | 2,443 | 79.69 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 6,294 | 1.89 | 182 | 4.60 | ||||
| 2025-08-14 | 13F | 野村控股公司 | 511,819 | 28.82 | 14,812 | 31.83 | ||||
| 2025-07-15 | 13F | 圣托里与彼得斯公司 | 14,224 | 3.24 | 412 | 5.66 | ||||
| 2025-08-06 | 13F | 霍兰证券公司 | 7,465 | 216 | ||||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 110,648 | 3.17 | 3,202 | 5.57 | ||||
| 2025-07-02 | 13F | Lvm资本管理有限公司/mi | 45,324 | 60.99 | 1 | |||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 1,676 | 0.78 | 48 | 6.67 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 184,839 | 0.46 | 5,349 | 2.81 | ||||
| 2025-08-26 | NP | IXP - iShares 全球通信服务 ETF | 816,880 | 37.94 | 23,641 | 41.16 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 81,862 | 11.74 | 2,369 | 14.39 | ||||
| 2025-07-07 | 13F | 投资者研究公司 | 42,531 | 0.02 | 1,231 | 2.33 | ||||
| 2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 8,694 | 15.58 | 252 | 18.40 | ||||
| 2025-08-14 | 13F | Hook Mill 资本合伙人有限合伙人 | 665,927 | 19,272 | ||||||
| 2025-08-05 | 13F | 桥水顾问公司 | 35,327 | 5.94 | 968 | 6.37 | ||||
| 2025-08-14 | 13F | 科佩尔咨询解决方案有限责任公司 | 11,127 | 30.41 | 312 | 34.48 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 7,622 | 221 | ||||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 75 | 2 | ||||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 124,905 | 22.12 | 3,615 | 24.97 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 4,939,124 | 77.63 | 142,938 | 81.77 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 162,024 | 0.04 | 4,672 | 0.91 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 2,827 | 0.78 | 82 | 2.53 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 1,006,999 | 1.78 | 29,143 | 4.16 | ||||
| 2025-05-28 | NP | HLQVX - 摩根大通大盘价值基金 I 类 | 1,692,088 | 62.75 | 47,852 | 174.29 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 1,225,871 | 0.55 | 35,477 | 2.89 | ||||
| 2025-07-14 | 13F | LCM资本管理公司 | 12,899 | 2.07 | 373 | 4.48 | ||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 113,733 | 32.92 | 3,291 | 35.99 | ||||
| 2025-07-24 | 13F | 汤普森投资管理公司 | 8,600 | 13.73 | 249 | 16.43 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 157,631 | 257.61 | 4,562 | 266.05 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 82,644 | 92.21 | 2,392 | 96.79 | ||||
| 2025-07-15 | 13F | 复地资本有限公司 /adv | 21,770 | 2.90 | 630 | 5.35 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 12,613,622 | 11.00 | 365,038 | 13.59 | ||||
| 2025-08-13 | 13F | 法国集团 | 232,799 | 6,707 | ||||||
| 2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 46,279 | 12.88 | 1 | 0.00 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 183,174 | 5.32 | 5,074 | 22.92 | ||||
| 2025-06-27 | NP | SPVM - Invesco S&P 500 价值动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,633 | 29.61 | 682 | 51.22 | ||||
| 2025-07-21 | 13F | 交易所资本管理公司 | 17,931 | 1.49 | 519 | 3.81 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 17,849 | 9.87 | 517 | 12.42 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 439,018 | 9.86 | 12,705 | 12.42 | ||||
| 2025-07-22 | 13F/A | 红山金融有限责任公司 | 9,131 | 0.19 | 264 | 2.72 | ||||
| 2025-08-18 | 13F | 前排顾问有限责任公司 | 853 | 25 | ||||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 1,084,000 | 19.46 | 31,371 | 22.25 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 773,685 | 59.05 | 22,390 | 62.77 | ||||
| 2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 39,050 | 1.42 | 1,130 | 3.86 | ||||
| 2025-07-15 | 13F | 波士顿卓越财富有限责任公司 | 10,087 | 0.29 | 292 | 2.46 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 170,387 | 3.86 | 4,931 | 6.29 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 19,796 | 11.57 | 573 | 14.17 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 304,014 | 37.37 | 8,798 | 40.59 | ||||
| 2025-08-14 | 13F | 范式资本管理有限责任公司/NV | 60,677 | 1.97 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 40,550 | 4.32 | 1,174 | 5.96 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 124,758 | 6.80 | 3,610 | 9.29 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 1,766,096 | 19.49 | 51,111 | 25.61 | ||||
| 2025-07-29 | 13F | 霍斯特与格拉本财富管理有限责任公司 | 15,383 | 0.42 | 445 | 2.77 | ||||
| 2025-08-18 | 13F | 老北州信托有限责任公司 | 22,352 | 0.04 | 1 | |||||
| 2025-07-30 | 13F | VCI 财富管理有限责任公司 | 52,688 | 11.90 | 1,525 | 14.50 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 1,095 | 1.30 | 32 | 3.33 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management，LLC/KS | 6,947 | 201 | ||||||
| 2025-08-08 | 13F | 包装管理公司 | 33,619 | 5.33 | 973 | 7.76 | ||||
| 2025-08-12 | 13F | 普罗维登斯财富顾问有限责任公司 | 27,866 | 44.40 | 775 | 40.73 | ||||
| 2025-07-14 | 13F | 布雷迪马茨财富解决方案有限责任公司 | 14,631 | 15.55 | 423 | 18.16 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 139,828 | 335.22 | 4,047 | 345.59 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 8,281,178 | 1.06 | 229,389 | 17.97 | ||||
| 2025-08-14 | 13F | 新英格兰资产管理公司 | 283,265 | 0.47 | 8,198 | 2.82 | ||||
| 2025-08-14 | 13F | 阿博特财务管理公司 | 24,046 | 0.03 | 696 | 2.36 | ||||
| 2025-08-08 | 13F | 霍雷尔资本管理公司 | 28,427 | 2.15 | 823 | 4.45 | ||||
| 2025-08-11 | 13F | 遗产财富顾问 | 9,643 | 0.59 | 279 | 2.95 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 9,692 | 0.78 | 280 | 3.32 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 成长和收入投资组合 A 类 | 431,700 | 12,493 | ||||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,750 | 6,786.57 | 861 | 7,066.67 | ||||
| 2025-07-23 | 13F | DMG 集团有限责任公司 | 34,710 | 5.03 | 1,005 | 7.49 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 287,153 | 83.10 | 8,310 | 87.37 | ||||
| 2025-08-14 | 13F | 索拉投资者有限公司 | 525,717 | 15,214 | ||||||
| 2025-06-25 | NP | FCOM - 富达 MSCI 通信服务指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,532,651 | 4.29 | 70,154 | 21.74 | ||||
| 2025-07-25 | 13F | 我艾利森有限公司 | 74,708 | 4.42 | 2,162 | 6.87 | ||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 38,792 | 4.37 | 1,123 | 6.76 | ||||
| 2025-08-06 | 13F | 马尔廷财富管理公司 | 8,143 | 0.58 | 236 | 3.07 | ||||
| 2025-06-24 | NP | Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类 | 1,578,699 | 2.67 | 43,730 | 19.84 | ||||
| 2025-07-18 | 13F | 库珀金融集团 | 26,903 | 9.74 | 779 | 12.27 | ||||
| 2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 9,589 | 492.28 | 278 | 515.56 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 10,926 | 6.41 | 316 | 9.34 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 1,577,903 | 0.57 | 45,665 | 2.91 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 265,703 | 16.08 | 7,360 | 35.50 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 59,167 | 2.09 | 1,712 | 4.52 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 737,158 | 39.74 | 21 | 50.00 | ||||
| 2025-08-14 | 13F | 格拉尼与金有限责任公司 | 11,147 | 0.02 | 323 | 2.22 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 43,100 | 496.46 | 1,247 | 511.27 | ||||
| 2025-08-04 | 13F | 萨克森资本管理有限责任公司 | 14,231 | 2.37 | 412 | 4.58 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 11,279 | 5.29 | 326 | 7.95 | ||||
| 2025-07-22 | 13F | 杰默资产管理有限公司 | 12,680 | 41.80 | 367 | 45.24 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 271,419 | 4.37 | 7,855 | 6.80 | ||||
| 2025-04-22 | 13F | Rappaport Reiches 资本管理有限责任公司 | 7,717 | 218 | ||||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 42,376 | 6.46 | 1,226 | 8.98 | ||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 12,012 | 21.09 | 348 | 23.93 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 29,105 | 9.15 | 842 | 11.67 | ||||
| 2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 16,054 | 27.90 | 456 | 28.81 | ||||
| 2025-07-16 | 13F | MBE 财富管理有限责任公司 | 11,242 | 6.71 | 325 | 9.43 | ||||
| 2025-08-12 | 13F | 科瓦有限公司 | 53,102 | 4.82 | 1,537 | 7.26 | ||||
| 2025-08-14 | 13F | 天鹅资本有限责任公司 | 11,484 | 2.68 | 332 | 5.06 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,341,046 | 0.30 | 64,847 | 17.08 | ||||
| 2025-08-08 | 13F | 第一西部信托银行 | 9,430 | 1.10 | 273 | 3.42 | ||||
| 2025-08-28 | NP | SPYD - SPDR(R) 投资组合 S&P 500 高股息 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,003,882 | 3.07 | 115,872 | 5.48 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 1,758,860 | 6.68 | 50,901 | 9.17 | ||||
| 2025-07-29 | 13F | 纬度顾问有限责任公司 | 31,345 | 0.05 | 907 | 2.37 | ||||
| 2025-07-25 | 13F | 钢铁金融有限责任公司 | 43,465 | 6.95 | 1,258 | 9.40 | ||||
| 2025-08-13 | 13F | 测量财富私人客户集团有限责任公司 | 19,024 | 5.88 | 551 | 8.27 | ||||
| 2025-07-22 | 13F | Kercheville 顾问有限责任公司 | 26,902 | 33.93 | 779 | 36.97 | ||||
| 2025-07-22 | 13F | 阿尔塔财富顾问有限责任公司 | 7,675 | 0.04 | 222 | 2.78 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 3,141,371 | 23.40 | 90,911 | 26.28 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 6,150,680 | 0.35 | 170,374 | 17.13 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 32,988 | 13.01 | 933 | 40.36 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 2,861,111 | 47.36 | 80,912 | 83.01 | ||||
| 2025-07-30 | NP | GQQQ-Astoria 美国优质增长王者 ETF | 16,605 | 462 | ||||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 22,575 | 48.22 | 653 | 51.86 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 4,124 | 16.17 | 119 | 19.00 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 98,885 | 0.83 | 2,862 | 3.17 | ||||
| 2025-07-25 | 13F | 缪菲尔德财富顾问有限公司 | 12,620 | 1.01 | 365 | 3.40 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 317,562 | 1.43 | 9,190 | 3.79 | ||||
| 2025-08-28 | NP | SYMIX - AlphaCentric 对称策略基金 I 类 | 10,654 | 308 | ||||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 51,130 | 1.60 | 1,480 | 3.94 | ||||
| 2025-08-13 | 13F | MBM 财富顾问有限责任公司 | 18,003 | 0.77 | 521 | 3.17 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 1,267,069 | 1,378.74 | 36,669 | 1,413.33 | ||||
| 2025-04-29 | 13F | 佩森公司 | 23,568 | 13.17 | 666 | 40.51 | ||||
| 2025-07-22 | 13F | MBL 财富有限责任公司 | 11,195 | 7.08 | 324 | 9.49 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 504 | 14 | ||||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 26,432 | 377.63 | 765 | 389.74 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 4,157,100 | 104.59 | 120,306 | 109.37 | |||
| 2025-08-14 | 13F | 投资公司 | 61,444 | 1.65 | 1,778 | 4.04 | ||||
| 2025-07-30 | 13F | Capstone Triton 金融集团有限责任公司 | 21,037 | 609 | ||||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 2,046 | 90.33 | 57 | 194.74 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 43,139 | 1 | ||||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 24,482 | 15.28 | 676 | 12.67 | ||||
| 2025-07-15 | 13F | Capstone财富管理集团有限责任公司 | 12,031 | 32.79 | 348 | 35.94 | ||||
| 2025-07-23 | 13F | 构造顾问有限公司 | 446,398 | 5.03 | 12,919 | 7.48 | ||||
| 2025-07-25 | 13F | 麦克纳马拉金融服务公司 | 8,244 | 3.53 | 239 | 5.78 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 609,723 | 23.18 | 17,645 | 26.06 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 1,064,290 | 5.79 | 30,801 | 8.26 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 24,700 | 715 | |||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 7,955,145 | 12.42 | 230,222 | 15.04 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 28,175 | 4.79 | 780 | 22.26 | ||||
| 2025-07-09 | 13F | GSG 顾问有限责任公司 | 7,359 | 213 | ||||||
| 2025-07-30 | 13F | Wbh 咨询公司 | 20,194 | 34.09 | 584 | 37.41 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 95,752 | 2.96 | 2,771 | 5.40 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 107,795 | 34.44 | 3,120 | 37.58 | ||||
| 2025-07-16 | 13F | RWM 资产管理有限公司 | 13,651 | 13.82 | 395 | 16.52 | ||||
| 2025-06-30 | NP | WLDR - Affinity World Leaders 股票 ETF | 20,823 | 577 | ||||||
| 2025-08-27 | NP | IBNAX - 常春藤平衡基金 A 类 | 764,419 | 1.79 | 22,122 | 4.17 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 9,177 | 266 | ||||||
| 2025-07-02 | 13F | 第一金融银行-信托部 | 17,397 | 1.03 | 503 | 3.50 | ||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 58,691 | 11.75 | 1,699 | 14.34 | ||||
| 2025-08-07 | 13F | 罗伯茨格洛尔公司/il/ | 18,386 | 1.98 | 532 | 4.52 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 1,065,589 | 1.78 | 30,838 | 4.15 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 285,465 | 9.63 | 8,261 | 12.18 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 114,091 | 180.50 | 3,302 | 187.04 | ||||
| 2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 33,413 | 7.20 | 967 | 9.65 | ||||
| 2025-07-08 | 13F | 劳氏财富顾问有限责任公司 | 5,101 | 0.75 | 148 | 2.80 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 1,125,676 | 51.46 | 32,577 | 55.00 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 975,716 | 17.07 | 27,125 | 18.73 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 488,901 | 1.90 | 13,543 | 18.95 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 43,287 | 11.33 | 1,224 | 38.31 | ||||
| 2025-07-21 | 13F | 杰克逊财富管理有限责任公司 | 18,682 | 4.30 | 541 | 6.71 | ||||
| 2025-08-27 | NP | 保诚系列基金 - I 类股票投资组合 | 2,861,008 | 7.83 | 82,798 | 10.35 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 16,049 | 5.12 | 464 | 7.66 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 22,170 | 1.29 | 614 | 18.30 | ||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 39,857 | 6.01 | 1,153 | 8.47 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 158,616 | 19.52 | 4,586 | 22.20 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 87,167 | 2,523 | ||||||
| 2025-07-21 | 13F | ASR资产管理公司 | 722,568 | 1.40 | 20,910 | 3.75 | ||||
| 2025-08-26 | NP | IYZ - iShares 美国电信 ETF | 2,170,133 | 12.05 | 62,804 | 14.66 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 61,055 | 1.27 | 1,767 | 3.64 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 140,005 | 72.58 | 4,052 | 76.59 | ||||
| 2025-07-15 | 13F | 统一投资管理 | 29,951 | 0.91 | 867 | 3.22 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 9,952,407 | 7.32 | 288,023 | 9.82 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 11,463,045 | 2.10 | 331,741 | 4.48 | ||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 2,195 | 18.71 | 61 | 39.53 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 50,738 | 3.68 | 1,468 | 6.15 | ||||
| 2025-07-24 | 13F | KFA 私人财富集团有限责任公司 | 20,177 | 0.20 | 584 | 2.46 | ||||
| 2025-08-08 | 13F | 融合资本有限责任公司 | 20,586 | 0.20 | 596 | 2.41 | ||||
| 2025-08-05 | 13F | 德克萨斯银行与信托公司 | 64,274 | 0.57 | 1,860 | 2.93 | ||||
| 2025-08-11 | 13F | 艾睿金融公司 | 9,931 | 5.30 | 287 | 7.89 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 167,829 | 3.76 | 4,857 | 6.17 | ||||
| 2025-07-18 | 13F | 沃伦街财富顾问有限责任公司 | 8,663 | 251 | ||||||
| 2025-07-30 | NP | AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 380,629 | 0.77 | 10,581 | 2.20 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 164,004 | 5.02 | 4,746 | 7.47 | ||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 44,926 | 43.91 | 1,235 | 40.02 | ||||
| 2025-08-05 | 13F | ANTIPODES 合作伙伴有限公司 | 324,832 | 0.15 | 9,401 | 2.49 | ||||
| 2025-07-23 | 13F | 海山金融集团公司 | 10,740 | 311 | ||||||
| 2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 5,440 | 47.59 | 157 | 50.96 | ||||
| 2025-06-18 | NP | HULIX - Huber Capital 股票收益基金投资者类别 | 617,180 | 8.21 | 17,096 | 26.30 | ||||
| 2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 35,921 | 0.73 | 1,040 | 3.08 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,409 | 157 | ||||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 19,661 | 0.41 | 569 | 2.89 | ||||
| 2025-07-03 | 13F | 第一夏威夷银行 | 8,101 | 3.90 | 234 | 6.36 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 14,942 | 22.38 | 432 | 25.22 | ||||
| 2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 18,378 | 5.27 | 532 | 7.71 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 181,988,858 | 3,290 | ||||||
| 2025-07-17 | 13F | 格里森集团公司 | 1,482 | 1.02 | 43 | 2.44 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 207,786 | 4.99 | 5,776 | 6.49 | ||||
| 2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 22,756 | 5.58 | 659 | 8.05 | ||||
| 2025-07-23 | 13F | 独立解决方案财富管理有限责任公司 | 13,031 | 33.91 | 377 | 37.09 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 134,320 | 1.80 | 3,887 | 4.18 | ||||
| 2025-08-14 | 13F | 森蒂努斯有限责任公司 | 13,926 | 12.35 | 403 | 15.14 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,201 | 55.59 | 1,048 | 59.36 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 205,768 | 1.71 | 5,955 | 4.07 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 60,236 | 1,675 | ||||||
| 2025-08-21 | 13F | 克拉里昂财富管理合伙有限公司 | 16,679 | 483 | ||||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 6,089,222 | 4.92 | 173,878 | 5.96 | ||||
| 2025-06-30 | NP | 两条路共享信托 - 安菲尔德美国股票板块轮动 ETF | 51,364 | 1,423 | ||||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 16,287 | 0.01 | 471 | 2.39 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 778,813 | 21,573 | ||||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 3,526,256 | 12.25 | 102,050 | 14.87 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 4,553 | 19.41 | 127 | 21.15 | ||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 500,579 | 26.73 | 13,866 | 47.94 | ||||
| 2025-08-06 | 13F | Rps 咨询解决方案有限责任公司 | 28,659 | 2.30 | 829 | 4.67 | ||||
| 2025-06-25 | NP | TDVI - FT Vest Technology Dividend Target Income ETF | 60,056 | 0.66 | 1,664 | 17.53 | ||||
| 2025-07-23 | 13F | 利特曼格雷戈里资产管理有限责任公司 | 20,410 | 60.08 | 591 | 63.89 | ||||
| 2025-07-29 | 13F | Arcus 资本合伙人有限责任公司 | 7,089 | 205 | ||||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 35,712 | 48,820.55 | 1,034 | 103,200.00 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 971,092 | 1.22 | 28,103 | 3.59 | ||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 39,178 | 0.48 | 1,134 | 2.81 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 57,729 | 41.32 | 1,671 | 44.59 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 304,378 | 1.89 | 8,431 | 18.93 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 3,112,865 | 18.44 | 88,281 | 18.77 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 231,448,669 | 2.06 | 6,698,124 | 4.44 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 1,222 | 39.98 | 35 | 45.83 | ||||
| 2025-08-07 | 13F | 奥特曼顾问公司 | 67,368 | 1.86 | 1,946 | 6.23 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 22,469 | 52.63 | 638 | 53.37 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 587,749 | 4.92 | 16,339 | 6.42 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 119,207 | 3.52 | 3,450 | 5.93 | ||||
| 2025-05-01 | 13F | 斯蒂尔沃特财富管理集团 | 12,226 | 10.31 | 346 | 36.90 | ||||
| 2025-08-07 | 13F | PCG 财富顾问有限责任公司 | 14,232 | 1.11 | 412 | 3.27 | ||||
| 2025-08-13 | 13F | 巴尔的摩华盛顿金融顾问公司 | 96,597 | 2,796 | ||||||
| 2025-08-05 | 13F | 西区投资管理公司 | 6,313 | 27.74 | 183 | 30.94 | ||||
| 2025-07-30 | 13F | 贝宁管理公司 | 23,401 | 1.72 | 677 | 4.15 | ||||
| 2025-08-12 | 13F | 韦莱投资顾问 | 1,013,610 | 4.13 | 29,334 | 6.56 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 36,012 | 1.14 | 1,042 | 3.58 | ||||
| 2025-08-11 | 13F | 思维财富管理有限责任公司 | 10,525 | 1.33 | 305 | 3.75 | ||||
| 2025-08-14 | 13F | BCS私人财富管理有限公司 | 28,795 | 1 | ||||||
| 2025-08-13 | 13F | 精细财富管理公司 | 132,384 | 25.56 | 3,831 | 28.51 | ||||
| 2025-08-04 | 13F | 海滨财富公司 | 19,779 | 8.81 | 572 | 11.28 | ||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 41,263 | 62.69 | 1,194 | 72.79 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 6,946 | 201 | ||||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 410 | 41.38 | 12 | 37.50 | ||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 8,322 | 241 | ||||||
| 2025-07-16 | 13F | 勇敢资产管理公司 | 38,744 | 90.92 | 1,121 | 95.64 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 6,237 | 0.50 | 171 | -2.84 | ||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 47,644 | 368.94 | 1,379 | 380.14 | ||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 15,716 | 16.92 | 455 | 19.47 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 1,104,814 | 6.27 | 30,714 | 7.78 | ||||
| 2025-07-16 | 13F | AAFMAA 财富管理与信托有限责任公司 | 61,866 | 1,790 | ||||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 11,468,946 | 2.56 | 331,911 | 4.95 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 36,684 | 3.73 | 1,062 | 6.10 | ||||
| 2025-08-14 | 13F | 晴雨表资本管理公司 | 9,240 | 265 | ||||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 2,327,210 | 0.48 | 67,349 | 2.83 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 10,304 | 298 | ||||||
| 2025-08-12 | 13F | 美国世纪公司 | 9,538,038 | 24.75 | 276,031 | 27.66 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 880 | 24 | ||||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 427,735 | 126.47 | 12,379 | 131.75 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 173,557 | 13.55 | 5,023 | 15.40 | ||||
| 2025-07-25 | NP | SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,205,875 | 2.86 | 200,323 | 4.32 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 13,621 | 11.60 | 394 | 14.20 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 1,138,293 | 22.66 | 32,942 | 25.52 | ||||
| 2025-08-06 | 13F | 泰博尔资产管理有限合伙人 | 119,167 | 3,449 | ||||||
| 2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 48,785 | 66.93 | 1,412 | 70.82 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 2,733,889 | 2.80 | 79,119 | 5.20 | ||||
| 2025-08-25 | NP | KOOL - 北岸股票轮动 ETF | 31,168 | 902 | ||||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 130,072 | 2.43 | 3,764 | 4.82 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 1,217,494 | 24.59 | 35 | 29.63 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 332,242 | 0.23 | 9,615 | 2.58 | ||||
| 2025-06-27 | NP | 卡拉莫斯全球动态收入基金 | 341,925 | 9,471 | ||||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 30,222 | 9.85 | 875 | 12.34 | ||||
| 2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 1,731,633 | 56.50 | 47,966 | 82.69 | ||||
| 2025-08-01 | 13F | 亚历山大实验室有限公司 | 37,868 | 2.95 | 1,096 | 5.29 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 24,666 | 64.70 | 686 | 67.07 | ||||
| 2025-06-27 | NP | CVLOX - Calamos 全球增长与收入基金 A 类 | 272,905 | 7,559 | ||||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 1,208,892 | 3.36 | 33,607 | 4.83 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 958,928 | 22.98 | 27,761 | 25.89 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 60,910 | 30.17 | 1,763 | 33.18 | ||||
| 2025-08-13 | 13F | 科普利金融集团有限公司 | 13,365 | 387 | ||||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 24,687 | 18.61 | 714 | 21.43 | ||||
| 2025-08-08 | 13F | 凡士通资本管理公司 | 25,530 | 66.73 | 739 | 70.44 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 28,165 | 31.01 | 797 | 62.78 | ||||
| 2025-05-15 | 13F | 国家财富管理集团有限责任公司 | 8,175 | 231 | ||||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 654 | 19 | ||||||
| 2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 489,585 | 6.79 | 14,169 | 9.28 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 125,624 | 259.79 | 3,636 | 268.29 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 7,040 | 11.50 | 195 | 30.87 | ||||
| 2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 103,799 | 11.57 | 2,886 | 13.14 | ||||
| 2025-08-13 | 13F | 财富探索公司 | 10,326 | 9.96 | 299 | 12.45 | ||||
| 2025-08-06 | 13F | 嘉实投资组合集团公司 | 275,632 | 13.63 | 7,977 | 16.27 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 142,521 | 0.74 | 4,125 | 3.10 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 89,734 | 4.16 | 2,597 | 6.57 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 110,928 | 43.51 | 3,210 | 46.91 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 327,329 | 1.20 | 9,473 | 3.55 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 9,760 | 931.71 | 276 | 1,433.33 | ||||
| 2025-07-30 | NP | Connors Funds - Connors 对冲股票基金机构类别 | 40,000 | 11.11 | 1,112 | 12.78 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 230,527 | 2.96 | 6,386 | 20.18 | ||||
| 2025-08-05 | 13F | SS&H 财务顾问公司 | 134,506 | 2.22 | 3,893 | 129,633.33 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 154,476 | 5.55 | 4,471 | 8.02 | ||||
| 2025-07-23 | 13F | SGL投资顾问有限公司 | 28,304 | 801 | ||||||
| 2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 33,222 | 961 | ||||||
| 2025-08-18 | 13F | 战术顾问有限责任公司 | 23,732 | 687 | ||||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 9,383 | 3.41 | 272 | 5.86 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 520 | 36.13 | 12 | 50.00 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 15,685 | 3.67 | 454 | 6.09 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 17,918 | 7.22 | 519 | 9.75 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 3,863,367 | 8.99 | 107,402 | 10.54 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 726,232 | 4.92 | 20,189 | 6.41 | ||||
| 2025-07-23 | 13F | Triasima 投资组合管理公司 | 73,389 | 30.33 | 2,124 | 33.35 | ||||
| 2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 11,559,937 | 402.47 | 320,210 | 486.54 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 480,700 | 13,911 | |||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 165,286 | 26.53 | 4,783 | 29.48 | ||||
| 2025-08-14 | 13F | 道富银行 | 321,070,509 | 2.36 | 9,291,781 | 4.75 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 44,755 | 3.13 | 1,230 | 5.76 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 2,099,429 | 4.77 | 60,757 | 7.21 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 778,335 | 39.73 | 22,525 | 42.99 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 62,390 | 24.63 | 1,806 | 27.56 | ||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 22,202 | 4.00 | 643 | 6.47 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 7,665,439 | 6.23 | 221,838 | 8.71 | ||||
| 2025-07-22 | 13F | BridgePort 金融解决方案有限责任公司 | 10,465 | 303 | ||||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 2,657,925 | 3.80 | 76,609 | 5.84 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 53,072 | 28.63 | 1,536 | 31.65 | ||||
| 2025-08-26 | NP | FOVL - iShares 聚焦价值因子 ETF | 25,703 | 744 | ||||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 3,592,059 | 6,002.61 | 103,954 | 6,147.24 | ||||
| 2025-07-28 | NP | RDIV - Invesco S&P Ultra Dividend Revenue ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,364,140 | 37,923 | ||||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 183,169 | 8.84 | 5,301 | 11.37 | ||||
| 2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 47,705 | 4.20 | 1,336 | 7.40 | ||||
| 2025-08-12 | 13F | 私人管理集团公司 | 110,193 | 723.26 | 3,189 | 743.39 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 20,212 | 135.05 | 585 | 140.33 | ||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 40,044 | 3.38 | 1,159 | 5.75 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 14,525 | 6.90 | 420 | 8.27 | ||||
| 2025-07-28 | 13F | 彭定康公司/TN | 18,044 | 0.69 | 522 | 3.16 | ||||
| 2025-08-07 | 13F | 唐纳森资本管理有限公司 | 33,822 | 6.12 | 979 | 8.55 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 59,095 | 9.57 | 1,710 | 12.13 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 730,475 | 2,799.29 | 25 | -96.49 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 82,971 | 125.20 | 2,401 | 130.64 | ||||
| 2025-08-14 | 13F | 沙特中央银行 | 1,369,782 | 48,422.21 | 39,641 | 50,078.48 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 441,050 | 28.55 | 12,217 | 50.07 | ||||
| 2025-07-29 | 13F | 曼彻斯特金融公司 | 11,763 | 0.07 | 340 | 2.41 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 28,765 | 27.69 | 832 | 30.61 | ||||
| 2025-05-29 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 15,800 | 183.66 | 447 | 379.57 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 2,162,200 | 166.47 | 63 | 181.82 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 952 | 217.33 | 28 | 237.50 | ||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 136,278 | 29.60 | 3,944 | 32.63 | ||||
| 2025-08-26 | NP | DFND - Siren DIVCON 股息卫士 ETF | Short | -2,015 | -10.84 | -58 | -7.94 | |||
| 2025-08-13 | 13F | 顶点规划合作伙伴有限责任公司 | 12,867 | 0.03 | 372 | 2.48 | ||||
| 2025-08-08 | 13F | 希伯尼亚财富合作伙伴有限责任公司 | 7,874 | 228 | ||||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 55,590 | 0.25 | 1,609 | 2.55 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 861,004 | 11.63 | 24,917 | 14.94 | ||||
| 2025-08-08 | 13F | 帕拉贡资本管理有限公司 | 10,900 | 3.81 | 315 | 6.42 | ||||
| 2025-08-14 | 13F | 基本规划有限责任公司。 | 11,812 | 0.25 | 342 | 2.40 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 27,783,038 | 15.64 | 804,041 | 18.34 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 10,477 | 17.10 | 303 | 19.76 | ||||
| 2025-08-14 | 13F | 维德曼金融服务公司 | 69,917 | 0.85 | 2,023 | 3.21 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 55,533 | 7.73 | 1,607 | 10.30 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 32,360 | 4.12 | 937 | 6.97 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 1,822,635 | 5.46 | 52,747 | 7.92 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 300,917 | 0.62 | 8,335 | 17.46 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 1,176,138 | 0.02 | 34,037 | 2.35 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 4,053 | 0.10 | 0 | |||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 54,920 | 0.04 | 1,589 | 2.38 | ||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 388 | 11 | ||||||
| 2025-07-10 | 13F | Mogy Joel R 投资顾问公司 | 25,445 | 1.86 | 736 | 4.25 | ||||
| 2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,413,573 | 26.83 | 94,897 | 28.64 | ||||
| 2025-08-13 | 13F | 挪威银行 | 77,009,510 | 2,228,655 | ||||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 24,354 | 1.00 | 705 | 3.38 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 159,475 | 25.51 | 4,615 | 28.44 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 115,931 | 3,355 | ||||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 1,609 | 24.54 | 47 | 27.78 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 286,447 | 3.82 | 8,290 | 6.24 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 1,291,099 | 901.08 | 37,364 | 924.51 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 32,277 | 5.97 | 934 | 8.48 | ||||
| 2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 3,910 | 7.83 | 113 | 10.78 | ||||
| 2025-07-08 | 13F | 利夫斯伯格财务咨询 | 4,495 | 130 | ||||||
| 2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 2,598,728 | 75,207 | ||||||
| 2025-07-28 | 13F | 整体规划有限责任公司 | 8,468 | 9.42 | 245 | 12.39 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 92,353 | 10.76 | 2,673 | 13.32 | ||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 54,841 | 1.12 | 1,587 | 3.52 | ||||
| 2025-07-16 | 13F | 南方资本顾问有限公司 | 9,680 | 2.44 | 280 | 4.87 | ||||
| 2025-08-01 | 13F | 愿景金融市场有限责任公司 | 29,615 | 0.01 | 857 | 2.39 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | Call | 500 | 14 | |||||
| 2025-04-25 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 257,031 | 5.98 | 7,045 | 25.45 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 114,317 | 6.13 | 3,308 | 8.60 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 11,030 | 8.83 | 312 | 35.22 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 3,698,344 | 3.54 | 107,030 | 5.95 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | Call | 38,800 | 1,123 | |||||
| 2025-08-29 | NP | GTCAX - Gabelli 全球内容和连接基金 A 类 | 52,000 | 4.00 | 1,505 | 6.36 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 71,637 | 3.47 | 2,073 | 5.93 | ||||
| 2025-07-10 | 13F | PMV 资本顾问有限责任公司 | 475 | 14 | ||||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,447,545 | 2.14 | 67,797 | 19.23 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 36,740 | 41.55 | 1,063 | 44.82 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 1,437,495 | 36.47 | 41,601 | 39.65 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 269 | 89.44 | 8 | 75.00 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 200,772 | 17.64 | 5,810 | 20.39 | ||||
| 2025-07-15 | 13F | 聚焦财富管理公司 | 82,681 | 5.04 | 2,393 | 7.46 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 6,048 | 0.15 | 175 | 2.94 | ||||
| 2025-07-28 | NP | AVLV - Avantis 美国大盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,419,096 | 24.19 | 122,851 | 25.95 | ||||
| 2025-08-04 | 13F | 洛克希德马丁投资管理公司 | 1,068,000 | 47.88 | 30,908 | 51.33 | ||||
| 2025-05-02 | 13F | BluePointe资本管理有限责任公司 | 7,999 | 226 | ||||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 7,608 | 15.68 | 220 | 18.28 | ||||
| 2025-08-06 | 13F | 范式资产管理有限公司 | 61,980 | 16.33 | 1,794 | 19.06 | ||||
| 2025-08-15 | 13F | DCM 顾问有限责任公司 | 101,103 | 17.81 | 2,926 | 22.03 | ||||
| 2025-07-17 | 13F | 对称合作伙伴有限责任公司 | 28,545 | 45.75 | 826 | 49.37 | ||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 74,500 | 80 | ||||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 149,082 | 4,314 | ||||||
| 2025-07-23 | 13F | 西区顾问有限责任公司 | 242 | 52.20 | 7 | 75.00 | ||||
| 2025-07-07 | 13F | 阿勒瑟安财富顾问有限责任公司 | 7,512 | 3.57 | 217 | 5.85 | ||||
| 2025-08-28 | NP | HEJD - VictoryShares 对冲股票收益 ETF | 18,359 | 24.14 | 531 | 27.03 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 10,391 | 301 | -231.00 | |||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 8,418 | 0.51 | 244 | 2.97 | ||||
| 2025-08-11 | 13F | 其他财富有限责任公司 | 39,440 | 4.74 | 1,141 | 7.24 | ||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 2,060,427 | 14.57 | 57,074 | 33.74 | ||||
| 2025-07-16 | 13F | 太平洋贤者合伙人有限责任公司 | 22,532 | 0.03 | 652 | 2.35 | ||||
| 2025-08-18 | 13F | 惠灵顿资本管理公司 | 21,979 | 1 | ||||||
| 2025-07-25 | 13F | SPC 金融公司 | 96,987 | 4.09 | 2,807 | 6.49 | ||||
| 2025-08-04 | 13F | 现场和主要银行 | 27,780 | 4.03 | 804 | 6.50 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 47,981 | 2.05 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Meridian 金融合作伙伴有限责任公司 | 9,551 | 0.39 | 0 | |||||
| 2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 13,458 | 64.20 | 389 | 68.40 | ||||
| 2025-06-30 | NP | 北极光基金信托 II - PeakShares 行业轮动 ETF | 2,728 | 28.20 | 76 | 29.31 | ||||
| 2025-08-13 | 13F | 智能财富有限责任公司 | 41,615 | 1,204 | ||||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 6,776 | 0.12 | 196 | 2.62 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 34,637 | 4.93 | 959 | 22.48 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 360,895 | 12.71 | 10,444 | 15.34 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 31,127 | 63.24 | 901 | 66.98 | ||||
| 2025-07-23 | 13F | 安全退休顾问有限责任公司 | 22,690 | 657 | ||||||
| 2025-07-23 | 13F | Cornerstone Enterprises, Llc | 156,183 | 4,520 | ||||||
| 2025-08-12 | 13F | JL 班布里奇公司 | 21,253 | 1.70 | 615 | 4.06 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,859,325 | 1.57 | 51,689 | 3.02 | ||||
| 2025-08-14 | 13F | CSS 有限公司/il | 80,829 | 36.80 | 2,339 | 40.06 | ||||
| 2025-08-07 | 13F | 莱克瑞奇财富管理有限责任公司 | 27,749 | 0.53 | 803 | 2.95 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 111,000 | 32.93 | 3,212 | 36.04 | |||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 122,098 | 46.63 | 3,534 | 50.08 | ||||
| 2025-07-25 | 13F | 赛普拉斯资本集团 | 43,841 | 3.53 | 1,269 | 5.93 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 585,185 | 682.55 | 14,427 | 637.20 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 14,493,357 | 59.57 | 419 | 63.67 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 36,505 | 53.65 | 1,056 | 57.38 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 9,239 | 11.23 | 267 | 14.10 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 133,652 | 6.75 | 3,868 | 9.24 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 4,691 | 7.00 | 130 | 8.33 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 119,287 | 0.28 | 3,304 | 17.08 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 109,709 | 8.29 | 3,050 | 9.83 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 4,068,157 | 0.87 | 117,732 | 3.22 | ||||
| 2025-08-28 | NP | SEIV - SEI 增强型美国大盘价值因子 ETF | 618,416 | 7.36 | 17,897 | 9.86 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 7,169 | 42.07 | 207 | 45.77 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 50,733 | 10.32 | 1,468 | 12.92 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 25,179 | 729 | ||||||
| 2025-07-16 | 13F | 特拉维卡财富有限责任公司 | 11,267 | 1.61 | 326 | 4.15 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 14,037 | 9.40 | 389 | 27.63 | ||||
| 2025-07-24 | 13F | 金融连接集团有限公司 | 566 | 929.09 | 0 | |||||
| 2025-07-18 | 13F | 维吉拉尔财富管理 | 10,865 | 314 | ||||||
| 2025-07-24 | 13F | 科珀温德金融有限责任公司 | 98,156 | 2,841 | ||||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON AB 相对价值投资组合 | 48,224 | 1,396 | ||||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 168,805 | 22.68 | 4,885 | 25.55 | ||||
| 2025-07-29 | 13F | 诺瓦资本管理有限公司 | 33,545 | 0.87 | 971 | 3.19 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 12,809 | 15.30 | 356 | 17.55 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -556 | -16 | |||||
| 2025-06-26 | NP | DWAFX - ARROW DWA 平衡基金 A 类股票 | 5,113 | 142 | ||||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 38,858 | 0.85 | 922 | 6.22 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 131,794 | 3,814 | ||||||
| 2025-04-29 | NP | FLOW - Global X US Cash Flow Kings 100 ETF | 8,269 | 117.78 | 227 | 159.77 | ||||
| 2025-07-25 | NP | SCHK - 嘉信 1000 指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 539,106 | 3.09 | 14,987 | 4.56 | ||||
| 2025-04-28 | 13F | 布芬顿·莫尔·麦克尼尔 | 8,556 | 242 | ||||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 85,014 | 0.33 | 2,460 | 2.67 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 44,087 | 53.22 | 1,276 | 56.83 | ||||
| 2025-07-24 | 13F | 游戏计划财务顾问有限责任公司 | 72,705 | 15.76 | 2,104 | 18.47 | ||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 42,073 | 1,218 | ||||||
| 2025-07-24 | NP | FSTCX - 电信产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,142,020 | 8.79 | 59,548 | 10.34 | ||||
| 2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 41,075 | 3.28 | 1,189 | 5.69 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 731,550 | 17.16 | 21,171 | 7.48 | ||||
| 2025-07-09 | 13F | 奥布莱恩财富合作伙伴有限责任公司 | 897 | 26 | ||||||
| 2025-07-31 | 13F | 奥本海默公司 | 872,305 | 8.85 | 25,245 | 11.39 | ||||
| 2025-07-10 | 13F | 赫洛财富管理集团有限公司 | 6,935 | 201 | ||||||
| 2025-08-14 | 13F | 塞伊投资公司 | 5,032,154 | 21.51 | 145,631 | 24.35 | ||||
| 2025-07-24 | 13F | 全面财富规划与管理有限公司 | Put | 15,900 | 3.25 | 460 | 5.75 | |||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 484,667 | 0.15 | 14,026 | 2.49 | ||||
| 2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 39,092 | 1.15 | 1,072 | 19.66 | ||||
| 2025-08-14 | 13F | 科布勒资本管理有限公司 | 15,817 | 441 | ||||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 13,404 | 79.77 | 388 | 84.29 | ||||
| 2025-05-30 | NP | Amplify ETF 信托 - Amplify 现金流高收入 ETF | 4,551 | 129 | ||||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 24,928 | 29.91 | 721 | 33.03 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 26,796 | 3.97 | 775 | 6.46 | ||||
| 2025-06-30 | NP | VWNDX - 先锋温莎基金投资者股票 | 6,007,002 | 166,394 | ||||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 5,882 | 19.85 | 0 | |||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 14,600 | 423 | |||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 197,549 | 17.37 | 5,717 | 20.13 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | 11,762 | 340 | ||||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 105,767 | 891.16 | 3,061 | 916.61 | ||||
| 2025-08-08 | 13F | 投资伙伴有限公司 | 10,464 | 3.53 | 303 | 5.96 | ||||
| 2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 209,283 | 53.12 | 5,797 | 78.75 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 961,766 | 2,650.10 | 27,834 | 2,714.26 | ||||
| 2025-08-28 | NP | Elevation Series Trust - Opal股息收入ETF | 272,277 | 7,880 | ||||||
| 2025-07-24 | 13F | Brücke Financial, Inc. | 10,998 | 1.16 | 318 | 5.65 | ||||
| 2025-07-07 | 13F | 大道 1 顾问有限责任公司 | 10,541 | 4.00 | 305 | 6.64 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 11,327 | 0.32 | 328 | 2.51 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,309,258 | 0.69 | 369,997 | 2.12 | ||||
| 2025-07-14 | 13F | 克里斯·布尔曼公司 | 9,109 | 17.90 | 264 | 20.64 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 1,023,675 | 0.60 | 30 | 3.57 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 202,166 | 210.81 | 5,851 | 218.11 | ||||
| 2025-08-11 | 13F | 克拉迪斯投资咨询有限责任公司 | 94,289 | 12.50 | 2,729 | 15.11 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 27,770 | 0.50 | 778 | 2.37 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 81,901 | 6.91 | 2,370 | 9.42 | ||||
| 2025-07-31 | 13F | 李丹纳巴斯公司 | 82,859 | 1.91 | 2,398 | 4.26 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 12,223 | 72.42 | 340 | 74.74 | ||||
| 2025-06-27 | NP | EQWL - Invesco S&P 100 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 459,521 | 4.66 | 12,729 | 22.17 | ||||
| 2025-08-11 | 13F | 米尔溪资本顾问有限责任公司 | 8,479 | 245 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 171,726 | 4.22 | 4,970 | 6.65 | ||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 34,621 | 0.65 | 1,002 | 2.98 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 24,414 | 0.71 | 707 | 3.07 | ||||
| 2025-04-14 | 13F | 格林斯普林顾问有限责任公司 | 7,238 | 205 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 272 | 8 | ||||||
| 2025-07-18 | 13F | Fmb财富管理 | 7,649 | 2.55 | 221 | 5.24 | ||||
| 2025-07-18 | 13F | Generali Investments CEE，一家投资公司， | 134,821 | 15.21 | 3,902 | 17.89 | ||||
| 2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 174,639 | 12.58 | 5,054 | 15.23 | ||||
| 2025-08-12 | 13F | NDVR 公司 | 10,278 | 15.39 | 297 | 18.33 | ||||
| 2025-08-14 | 13F | 西托资本集团有限责任公司 | 10,224 | 24.32 | 0 | |||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 44,780 | 1.29 | 1,296 | 3.60 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 1,865,228 | 7.32 | 51,667 | 25.28 | ||||
| 2025-08-05 | 13F | 特雷杰·AP-丰登 | 1,221,395 | 1.81 | 35,347 | 4.19 | ||||
| 2025-04-10 | 13F | 联合消化控股公司 | 360,717 | 10,201 | ||||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 16,141 | 14.01 | 467 | 16.75 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 9,354 | 5.47 | 271 | 8.00 | ||||
| 2025-08-05 | 13F | 山丘投资合伙公司 | 193 | 1.05 | 6 | 0.00 | ||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 178,728 | 82.89 | 5,172 | 87.19 | ||||
| 2025-07-29 | 13F | 哨兵投资管理有限公司 | 22,095 | 153.24 | 1 | |||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 2,416,500 | 44.54 | 69,934 | 47.91 | |||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 25,193 | 7.23 | 698 | 25.13 | ||||
| 2025-07-15 | 13F/A | 吴咨询有限责任公司 | 6,925 | 200 | ||||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 125,601 | 93.26 | 2,860 | 55.63 | ||||
| 2025-08-08 | 13F | 平布鲁克资本管理有限公司 | 184,248 | 131.50 | 5,332 | 136.98 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 8,448,408 | 4,633.51 | 244,497 | 4,744.38 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 38,100 | 17.23 | 1,103 | 19.91 | |||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 16,800 | 486 | |||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 9,291 | 1.47 | 269 | 3.88 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 621,774 | 0.53 | 17,994 | 2.88 | ||||
| 2025-07-31 | 13F | 杰克逊霍尔资本合作伙伴有限责任公司 | 141,483 | 0.22 | 4,095 | 2.56 | ||||
| 2025-08-14 | 13F | 运营顾问有限责任公司 | 36,662 | 3.46 | 1,061 | 5.89 | ||||
| 2025-07-07 | 13F | 巅峰财务顾问有限公司 | 25,644 | 2.00 | 742 | 4.51 | ||||
| 2025-07-09 | 13F | 智慧资本有限公司 | 38,652 | 2.80 | 1,119 | 5.17 | ||||
| 2025-08-07 | 13F | 源源AM有限责任公司 | 10,497 | 23.67 | 304 | 26.25 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 61,463 | 7.07 | 1,779 | 9.55 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 230 | 6 | ||||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 1,906,544 | 13.29 | 55,176 | 15.94 | ||||
| 2025-07-09 | 13F | 圣路易斯财务规划师资产管理有限责任公司 | 126,404 | 874.21 | 3,658 | 899.45 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 18,741 | 217.05 | 542 | 224.55 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 123,888 | 3.13 | 3,585 | 5.53 | ||||
| 2025-08-11 | 13F | 真正的私人财富顾问 | 16,801 | 32.78 | 486 | 36.13 | ||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 27,847 | 6.55 | 1 | |||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 9,873,018 | 15.63 | 285,662 | 18.36 | ||||
| 2025-07-25 | 13F | 全面清晰财富管理公司 | 8,263 | 239 | ||||||
| 2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 25,461 | 2,133.42 | 737 | 2,200.00 | ||||
| 2025-08-13 | 13F | 黑钻财富管理公司 | 14,214 | 16.74 | 411 | 21.30 | ||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,010,500 | 7.35 | 27,991 | 25.31 | ||||
| 2025-08-13 | 13F | 吉布森财富顾问有限责任公司 | 19,711 | 17.95 | 570 | 20.76 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 342,367 | 23.61 | 9,682 | 53.54 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 43,761 | 0.65 | 1,266 | 3.01 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -360 | -10 | |||||
| 2025-07-17 | 13F | LexAurum 顾问有限公司 | 29,045 | 7.25 | 841 | 9.80 | ||||
| 2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 1,325,000 | 0.84 | 38 | 2.70 | ||||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 7,612 | 43.79 | 220 | 47.65 | ||||
| 2025-07-21 | 13F | 协同财务管理有限责任公司 | 7,176 | 208 | ||||||
| 2025-07-10 | 13F | 穆勒金融服务公司 | 8,752 | 0.52 | 253 | 2.85 | ||||
| 2025-08-12 | 13F | 新世界顾问有限责任公司 | 17,358 | 68.12 | 502 | 72.51 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 725,744 | 52.60 | 21,003 | 56.17 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 35,572 | 29.09 | 1 | |||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 7,476 | 4.65 | 216 | 6.93 | ||||
| 2025-06-24 | NP | JNBAX - 摩根大通创收基金 A 类 | 673,005 | 228.08 | 18,642 | 283.03 | ||||
| 2025-08-13 | 13F | 洛克波特财富有限责任公司 | 10,944 | 317 | ||||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 104,467 | 6.46 | 2,883 | 3.89 | ||||
| 2025-07-10 | 13F | 阿克菲尔德财富策略有限责任公司 | 25,454 | 4.85 | 723 | 12.62 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 1,571,388 | 1.87 | 45,476 | 4.25 | ||||
| 2025-07-22 | 13F | Ergawealth 顾问公司 | 13,117 | 7.08 | 380 | 9.54 | ||||
| 2025-08-13 | 13F | GQG 合作伙伴有限责任公司 | 114,838,596 | 0.77 | 3,323,429 | 3.13 | ||||
| 2025-07-17 | 13F | 梅尔法财富管理有限公司 | 8,985 | 0.07 | 260 | 2.77 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 548,811 | 0.54 | 15,883 | 2.89 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 69,420 | 2,009 | ||||||
| 2025-08-12 | 13F | 磁石财富管理有限责任公司 | 11,779 | 0.55 | 341 | 2.72 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 127,777 | 8.13 | 3,698 | 10.66 | ||||
| 2025-08-13 | 13F | 安宏资本管理公司 /de/ | 100,000 | 2,894 | ||||||
| 2025-07-09 | 13F | 中央谷顾问有限公司 | 11,078 | 0.05 | 321 | 2.24 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 656,012 | 18,486 | ||||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 13,528,471 | 22.11 | 391,514 | 24.96 | ||||
| 2025-08-01 | 13F | 莫特科 | 15,182 | 11.90 | 416 | 8.62 | ||||
| 2025-08-11 | 13F | 卢卡斯山管理有限公司 | 74,397 | 2,153 | ||||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 1,255 | 16.85 | 36 | 20.00 | ||||
| 2025-08-13 | 13F | RW投资管理有限责任公司 | 10,309 | 29.12 | 298 | 32.44 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 78,207 | 74.62 | 2,263 | 78.89 | ||||
| 2025-08-14 | 13F | 目的地财富管理 | 10,659 | 308 | ||||||
| 2025-08-29 | 13F | 半人马座金融公司 | 43,467 | 7.83 | 1 | 0.00 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 7,943 | 183.58 | 220 | 233.33 | ||||
| 2025-08-12 | 13F | 莎士比亚财富管理公司 | 8,586 | 20.40 | 248 | 23.38 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 490,870 | 3.16 | 14,206 | 6.09 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 115,484 | 108.87 | 3,368 | 130.68 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 93,933 | 7.64 | 2,664 | 7.94 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 17,049 | 12.96 | 472 | 85.83 | ||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 29,970 | 14.80 | 833 | 16.50 | ||||
| 2025-07-29 | 13F | 索查金融集团有限责任公司 | 19,284 | 0.47 | 558 | 2.95 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 300,702 | 1.42 | 8,702 | 3.79 | ||||
| 2025-07-16 | 13F | 凯利于尔根斯财富管理有限公司 | 32,366 | 0.06 | 937 | 2.41 | ||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 346,178 | 7.89 | 10,018 | 10.40 | ||||
| 2025-07-29 | 13F | 马特森金融服务有限公司 | 32,572 | 943 | ||||||
| 2025-07-30 | 13F | 道德公司 | 1,127,147 | 4.30 | 31,650 | 2.84 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 38,290 | 77.43 | 1,108 | 81.64 | ||||
| 2025-07-22 | 13F | LGT基金管理有限公司 | 163,600 | 4,735 | ||||||
| 2025-08-08 | 13F | 阿瓦隆信托公司 | 7,516 | 373.60 | 218 | 393.18 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 471,149 | 28.21 | 13,230 | 27.75 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 109,991,107 | 3.98 | 3,183,143 | 6.41 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 27,039 | 0.38 | 783 | 2.76 | ||||
| 2025-08-08 | 13F | 指南针金融服务公司 | 3,833 | 0.55 | 111 | 2.80 | ||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,562,940 | 19.78 | 74,171 | 22.58 | ||||
| 2025-07-11 | 13F | 布西财富管理 | 97,660 | 17.90 | 2,826 | 20.67 | ||||
| 2025-08-08 | 13F | KBC 集团 | 2,004,013 | 37.56 | 58 | 39.02 | ||||
| 2025-08-28 | NP | DTLVX - 大型公司价值投资组合投资类别 | 13,440 | 15.76 | 389 | 18.29 | ||||
| 2025-05-28 | NP | JAVA - 摩根大通活跃价值 ETF | 546,602 | 15,458 | ||||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | Call | 2,200 | 24 | |||||
| 2025-07-25 | 13F | Ball & Co 财富管理公司 | 1,378 | 1.03 | 0 | |||||
| 2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 8,479 | 2.13 | 0 | |||||
| 2025-07-29 | 13F | 自由广场财富合伙人有限责任公司 | 15,728 | 3.58 | 455 | 6.06 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 27,500 | 796 | ||||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 3,766,225 | 39.40 | 108,361 | 41.81 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 103,233 | 0.42 | 2,988 | 5.55 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 622,500 | 4.43 | 17,243 | 21.90 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 488,874 | 8.23 | 11,601 | 33.41 | ||||
| 2025-08-28 | NP | GPTUX - GuidePath(R) 战术分配基金服务股票 | 558,476 | 2.43 | 16,162 | 4.82 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 14,632 | 423 | ||||||
| 2025-08-11 | 13F | 兰哈姆·奥戴尔公司 | 7,519 | 218 | ||||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | 1,238 | 0.32 | 36 | 2.94 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 1,063,658 | 15.76 | 29,897 | 15.45 | ||||
| 2025-05-28 | NP | DHIVX - 中心全球基础设施基金投资者类别 | 87,946 | 1.93 | 2,487 | 26.63 | ||||
| 2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 4,276 | 65.99 | 124 | 70.83 | ||||
| 2025-07-29 | 13F | 卡夫戴维斯联合有限责任公司 | 10,112 | 6.46 | 279 | 8.98 | ||||
| 2025-07-14 | 13F | CJM财富顾问有限公司 | 24,506 | 28.61 | 709 | 31.78 | ||||
| 2025-08-14 | 13F | 赫尔利资本有限责任公司 | 3,917 | 470.99 | 113 | 494.74 | ||||
| 2025-07-29 | 13F | 艾尔顾问有限公司 | 148,852 | 0.40 | 4,308 | 2.74 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 121,931 | 1,355.89 | 3,529 | 1,394.92 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 75,125 | 69.04 | 2,174 | 73.09 | ||||
| 2025-07-16 | 13F | 迈耶汉德曼公司 | 49,928 | 1.00 | 1,445 | 3.36 | ||||
| 2025-08-13 | 13F | Grantvest金融集团有限公司 | 7,523 | 0.12 | 218 | 2.36 | ||||
| 2025-08-18 | 13F | 第二线资本有限责任公司 | 36,511 | 1.17 | 1,057 | 3.53 | ||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,939,553 | 12.18 | 287,651 | 14.80 | ||||
| 2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 1,745 | 74.50 | 50 | 78.57 | ||||
| 2025-08-06 | 13F | 延龄草资产管理有限公司 | 8,367 | 242 | ||||||
| 2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 68,943 | 227.41 | 1,995 | 235.29 | ||||
| 2025-08-13 | 13F | 胜利金融集团有限公司 | 11,332 | 23.77 | 328 | 25.77 | ||||
| 2025-07-09 | 13F | 里弗塞奇顾问有限公司 | 12,681 | 6.35 | 367 | 8.61 | ||||
| 2025-07-22 | 13F | 落基山顾问有限公司 | 4,334 | 0.28 | 125 | 2.46 | ||||
| 2025-08-07 | 13F | 联盟财富管理集团 | 27,658 | 0.14 | 800 | 2.43 | ||||
| 2025-08-11 | 13F | 平台技术合作伙伴 | 21,986 | 39.48 | 636 | 42.92 | ||||
| 2025-07-10 | 13F | 传统金融策略有限责任公司 | 10,307 | 21.00 | 298 | 24.17 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 5,705,456 | 0.89 | 165,116 | 3.25 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 1,559,517 | 0.35 | 43,355 | 1.78 | ||||
| 2025-08-13 | 13F | 金融复仇者公司 | 7,004 | 0.72 | 203 | 3.06 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 2,642,666 | 1.05 | 76,479 | 3.41 | ||||
| 2025-07-24 | NP | FAGAX - 富达顾问成长机会基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,468,300 | 124,219 | ||||||
| 2025-08-12 | 13F | 无畏资本管理公司 | 26,522 | 23.16 | 768 | 25.94 | ||||
| 2025-07-28 | 13F | 费曼集团有限责任公司 | 985 | 0.31 | 29 | 27.27 | ||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 22,723 | 3.06 | 658 | 5.46 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 661,355,210 | 1.58 | 19,139,620 | 3.95 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 3,232,421 | 2.73 | 93,546 | 5.13 | ||||
| 2025-08-14 | 13F | 第一金融银行股份公司 | 103,287 | 2,989 | ||||||
| 2025-07-01 | 13F | 私人客户服务有限公司 | 15,350 | 72.12 | 444 | 76.19 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 40,255 | 1,165 | ||||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 2,026,055 | 21.19 | 58,634 | 24.01 | ||||
| 2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 14,870 | 1.71 | 430 | 4.12 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 16,884 | 0.77 | 489 | 3.17 | ||||
| 2025-07-08 | 13F | 梯度投资有限责任公司 | 451,621 | 1,869.13 | 13,070 | 1,916.82 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 432,616 | 182.66 | 11,983 | 230.02 | ||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 21,016 | 19.44 | 1 | |||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 1,450 | 55.75 | 42 | 57.69 | ||||
| 2025-08-05 | 13F | Optimise 咨询服务有限公司 | 7,632 | 6.89 | 221 | 9.45 | ||||
| 2025-07-31 | 13F | 普伦蒂斯财富管理有限责任公司 | 10,502 | 304 | ||||||
| 2025-08-14 | 13F | 卡迪夫公园顾问有限公司 | 14,477 | 5.99 | 419 | 8.29 | ||||
| 2025-07-14 | 13F | 奥利弗卢克斯资产有限责任公司 | 16,672 | 4.96 | 482 | 7.35 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 160,138 | 6.56 | 4,634 | 9.06 | ||||
| 2025-08-07 | 13F | 卡希尔财务顾问公司 | 14,982 | 0.26 | 434 | 2.61 | ||||
| 2025-07-17 | 13F | 人民金融服务公司 | 22,402 | 4.67 | 648 | 7.11 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 63,739,993 | 1.27 | 1,844,635 | 3.63 | ||||
| 2025-08-28 | NP | ENHCX - 卡伦增强股票收益基金 C 类 | 163,115 | 4,721 | ||||||
| 2025-08-14 | 13F | 综合投资顾问有限责任公司 | 12,136 | 351 | ||||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 13,102 | 1.63 | 379 | 4.12 | ||||
| 2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 30,000 | 16.29 | 1 | |||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 82,157 | 0.79 | 2,378 | 3.12 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 2,246,804 | 4.13 | 65,023 | 6.56 | ||||
| 2025-07-24 | NP | FAOFX - 富达顾问系列增长机会基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 173,000 | 4,809 | ||||||
| 2025-07-25 | 13F | 阿波罗金融有限责任公司 | 16,263 | 5.81 | 471 | 8.29 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 278,599 | 0.40 | 7,745 | 1.83 | ||||
| 2025-07-10 | 13F | 向日葵银行，NA | 20,532 | 5.42 | 594 | 8.00 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 2,027 | 17.99 | 59 | 20.83 | ||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 12,728 | 5.46 | 353 | 23.08 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 3,148,480 | 15.54 | 91,117 | 18.24 | ||||
| 2025-08-07 | 13F | Pcg资产管理有限责任公司 | 7,240 | 210 | ||||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 1,006,546 | 1.13 | 27,881 | 18.04 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 2,349 | 363.31 | 65 | 400.00 | ||||
| 2025-08-06 | 13F | 北方资本有限公司 | 16,528 | 3.84 | 478 | 6.22 | ||||
| 2025-07-17 | 13F | BFI Infinity 有限公司 | 8,167 | 10.84 | 236 | 13.46 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 8,988,424 | 60.83 | 260,121 | 64.58 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 41,272 | 1,143 | ||||||
| 2025-07-09 | 13F | Krilogy金融有限责任公司 | 52,050 | 0.98 | 1,506 | 3.36 | ||||
| 2025-07-30 | 13F | 米尔斯财富顾问有限公司 | 10,913 | 0.05 | 316 | 2.27 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 资本收益创造者 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 208,493 | 182.51 | 6,034 | 189.08 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 575 | 16 | ||||||
| 2025-08-15 | 13F | 第一中心咨询公司 | 42,219 | 0.72 | 1,222 | 3.04 | ||||
| 2025-07-15 | 13F | 凯利金融集团有限公司 | 11,233 | 1.81 | 325 | 4.17 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 25,576 | 30.66 | 740 | 33.82 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 15,490 | 50.67 | 448 | 54.48 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 106,101 | 3.89 | 3,071 | 6.30 | ||||
| 2025-08-12 | 13F | 蓝图财务顾问有限责任公司 | 15,786 | 0.95 | 457 | 3.17 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 460,005 | 13.92 | 13,313 | 16.58 | ||||
| 2025-08-26 | NP | LST——Leuthold 精选行业 ETF | 9,001 | 20.00 | 260 | 22.64 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 333 | 10 | ||||||
| 2025-07-17 | 13F | 朱红财富管理有限公司 | 3,473 | 0.96 | 101 | 3.09 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 2,352 | 1,695.42 | 68 | 2,166.67 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 11,111 | 0.62 | 322 | 2.88 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 81,471 | 2,257 | ||||||
| 2025-07-18 | 13F | 精准财富策略有限责任公司 | 75,885 | 2,196 | ||||||
| 2025-07-29 | 13F | ShoreHaven 财富合作伙伴有限责任公司 | 8,931 | 0.43 | 258 | 2.79 | ||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 425 | 0 | ||||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 156,932 | 15.26 | 4,542 | 46.48 | ||||
| 2025-08-08 | 13F | 华尔街访问资产管理有限责任公司 | 26,529 | 11.27 | 768 | 13.97 | ||||
| 2025-08-13 | 13F | 财务自由有限责任公司 | 637 | 0.16 | 18 | 5.88 | ||||
| 2025-07-17 | 13F | 斯巴达计划与财富管理 | 14,500 | 34.16 | 420 | 37.38 | ||||
| 2025-08-14 | 13F | 红木金融网络公司 | 8,551 | 0.01 | 247 | 2.49 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 22,564 | 20.17 | 653 | 22.98 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 3,989 | 6.15 | 0 | |||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 213 | 6 | ||||||
| 2025-07-15 | 13F | 詹姆斯·J·伯恩斯有限公司 | 40,362 | 0.96 | 1,168 | 3.36 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 92,513 | 2.79 | 2,677 | 5.19 | ||||
| 2025-07-17 | 13F | 凯利金融服务有限公司 | 11,452 | 41.66 | 331 | 45.18 | ||||
| 2025-08-15 | 13F | 易方达基金管理有限公司 | 74,738 | 298.86 | 2,163 | 308.70 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 255,328 | 7.63 | 7,098 | 9.17 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 102,792,454 | 5.04 | 2,974,814 | 7.49 | ||||
| 2025-08-14 | 13F | 追踪财富顾问有限公司 | 8,255 | 0.11 | 239 | 2.15 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 65,000 | 2.64 | 1,881 | 5.08 | ||||
| 2025-08-07 | 13F | Readystate资产管理有限公司 | 25,048 | 725 | ||||||
| 2025-07-17 | 13F | 马特恩财富管理有限责任公司 | 30,099 | 1.71 | 871 | 4.19 | ||||
| 2025-07-31 | 13F | 霍格金融服务有限公司 | 7,604 | 3.82 | 220 | 6.28 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 1,796 | 17.69 | 52 | 18.60 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 25,499 | 1 | ||||||
| 2025-08-07 | 13F | 达美财务顾问有限公司 | 32,276 | 9.94 | 934 | 12.53 | ||||
| 2025-08-13 | 13F | 资本顾问财富管理有限责任公司 | 22,546 | 1.08 | 652 | 3.49 | ||||
| 2025-08-12 | 13F | 里士满投资服务有限公司 | 29,559 | 113.07 | 855 | 118.11 | ||||
| 2025-08-14 | 13F | 日本生命全球投资者美洲公司 | 44,920 | 1,300 | ||||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 110,569 | 48.62 | 3,063 | 73.48 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 80,436 | 0.15 | 2,328 | 2.47 | ||||
| 2025-08-12 | 13F | 财富桥资本管理有限公司 | 18,987 | 549 | ||||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 3,327,400 | 137.52 | 96,295 | 143.06 | |||
| 2025-07-23 | 13F | 普罗菲特古德森公司 | 1,557 | 41.42 | 45 | 45.16 | ||||
| 2025-07-21 | 13F | 塔景投资管理与研究有限责任公司 | 1,091 | 1.02 | 32 | 3.33 | ||||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 3,797 | 0.24 | 0 | |||||
| 2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 804 | 100.00 | 22 | 144.44 | ||||
| 2025-08-07 | 13F | PFG顾问 | 38,684 | 25.59 | 1,120 | 28.47 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 3,790,340 | 6.99 | 109,692 | 9.49 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 69,400 | 104.12 | 2,008 | 108.95 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 394,644 | 703.48 | 11 | 1,000.00 | ||||
| 2025-07-30 | 13F | 杜邦资本管理公司 | 460,721 | 13,333 | ||||||
| 2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,425 | 19.60 | 206 | 39.46 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 39,629 | 123.78 | 1,147 | 129.20 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 19,097 | 47.91 | 553 | 51.23 | ||||
| 2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | Put | 0 | 0 | |||||
| 2025-08-07 | 13F | 布莱克斯顿财务咨询集团有限责任公司 | 22,837 | 16.75 | 661 | 19.35 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 3,705 | 0.57 | 107 | 2.88 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 495,350 | 17.72 | 14,335 | 20.47 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 798,042 | 5.78 | 23,062 | 8.19 | ||||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 434 | 22.95 | 12 | 50.00 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 3,655,311 | 21.60 | 106 | 23.53 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 4,574,800 | 198.81 | 132,395 | 205.79 | |||
| 2025-07-18 | 13F | 奥洛克公司 | 13,325 | 0.16 | 386 | 2.39 | ||||
| 2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | 3,410,900 | 422.98 | 98,711 | 435.19 | ||||
| 2025-07-15 | 13F | 帕伦博财富管理有限责任公司 | 12,382 | 1.11 | 358 | 3.47 | ||||
| 2025-07-07 | 13F | 公园边缘顾问有限责任公司 | 45,526 | 28.79 | 1,318 | 31.83 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | Put | 163,100 | 4,720 | |||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 11,172,145 | 8.72 | 323,322 | 11.25 | ||||
| 2025-07-15 | 13F | 帆船资本集团有限公司 | 116,075 | 2.84 | 3,359 | 5.23 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 51,467 | 30.83 | 1,489 | 33.90 | ||||
| 2025-05-27 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 747,200 | 75.15 | 21,131 | 117.54 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 403,893 | 6.92 | 11,689 | 9.42 | ||||
| 2025-08-12 | 13F | 荷兰银行 | 497,519 | 2.14 | 14,500 | 5.38 | ||||
| 2025-08-18 | NP | 优势顾问 Xanthus 基金有限责任公司 | Short | -514,787 | -25.82 | -14,898 | -24.09 | |||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 16,212,463 | 3.57 | 469,189 | 5.98 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 340,952 | 1.56 | 9,867 | 3.94 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 69,486 | -279.77 | 1,925 | -309.81 | ||||
| 2025-07-30 | 13F | 康纳斯投资者服务公司 | 48,500 | 1.73 | 1,402 | 3.93 | ||||
| 2025-08-05 | 13F | 塔克雷斯特资本管理公司 | 27,663 | 0.14 | 801 | 2.43 | ||||
| 2025-08-14 | 13F | JP Marvel 投资顾问有限公司 | 44,595 | 62.87 | 1,291 | 66.67 | ||||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 30,586 | 4.65 | 886 | 7.14 | ||||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,280,083 | 1.39 | 90,858 | 18.35 | ||||
| 2025-07-22 | 13F | 秋季荣耀合作伙伴有限责任公司 | 30,000 | 0.67 | 868 | 3.09 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 45,248 | 20.86 | 1,309 | 23.72 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 1,578 | 39.89 | 46 | 45.16 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 3,804 | 110 | ||||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 94,898 | 51.31 | 2,746 | 54.88 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 1,048 | 26,100.00 | 30 | 30.43 | ||||
| 2025-08-15 | 13F | 蓝筹合伙人公司 | 15,019 | 57.66 | 435 | 61.34 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 87,269,134 | 0.39 | 2,525,569 | 2.73 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 27,546 | 89.07 | 797 | 93.45 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 1,740,318 | 40.58 | 50 | 42.86 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 61,107 | 12.13 | 1,748 | 13.37 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 3,805,293 | 0.76 | 105,787 | 2.20 | ||||
| 2025-08-05 | 13F | 整体金融合作伙伴 | 14,931 | 4.68 | 432 | 7.20 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 85,633 | 75.84 | 2,478 | 80.01 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 231,244 | 18.50 | 6,405 | 38.34 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 41,248 | 11.37 | 1,194 | 20.26 | ||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 22,162 | 9.66 | 641 | 12.26 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 221,831 | 0.77 | 6,145 | 17.63 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 471,253 | 15.96 | 13,638 | 18.67 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 165,716 | 1.27 | 4,796 | 3.63 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 72,822 | 0.23 | 2,107 | 2.58 | ||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 15,146 | 7.85 | 438 | 10.33 | ||||
| 2025-07-11 | 13F | 米切尔和帕尔私人财富有限公司 | 91,523 | 2.28 | 2,649 | 4.66 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 877,572 | 7.09 | 25 | 8.70 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 5,093,501 | 5.30 | 147,242 | 7.65 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 2,960 | 64.35 | 86 | 70.00 | ||||
| 2025-08-13 | 13F | 根据斯特林资本管理有限公司。 | 15,611 | 0.28 | 452 | 2.50 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 111,721 | 11.97 | 3,233 | 14.60 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 731,247 | 1.67 | 21,162 | 4.05 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 9,233 | 13.34 | 267 | 16.09 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 28,546 | 826 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 12,544 | 4.26 | 357 | 8.18 | ||||
| 2025-07-09 | 13F | 萨尔财富管理集团有限公司 | 17,508 | 7.00 | 507 | 9.52 | ||||
| 2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 38,726 | 12.57 | 1,121 | 15.23 | ||||
| 2025-03-31 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 16,368 | 388 | ||||||
| 2025-07-11 | 13F | 量子金融顾问有限责任公司 | 27,985 | 1.45 | 810 | 3.72 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 17,884,487 | 1.32 | 517,577 | 3.69 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 12,272 | 6.27 | 355 | 8.90 | ||||
| 2025-08-11 | 13F | 安比银行 | 7,459 | 2.54 | 216 | 4.88 | ||||
| 2025-07-30 | 13F | 德纳利顾问有限公司 | 401,037 | 5.91 | 11,606 | 8.39 | ||||
| 2025-08-25 | 13F | 山顶合伙人有限责任公司 | 8,777 | 2.96 | 254 | 5.39 | ||||
| 2025-07-10 | 13F | 赛普拉斯点财富管理有限责任公司 | 13,871 | 401 | ||||||
| 2025-07-30 | 13F | 优势信托公司 | 1,566 | 1,583.87 | 45 | 2,150.00 | ||||
| 2025-08-27 | NP | IVINX - 常春藤全球成长基金 A 类 | 528,822 | 15,304 | ||||||
| 2025-07-09 | 13F | 林肯资本公司 | 9,832 | 285 | ||||||
| 2025-08-08 | 13F | 赫多克公司 | 31,917 | 0.48 | 924 | 2.78 | ||||
| 2025-07-17 | 13F | 西方金融公司/CA | 16,511 | 478 | ||||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 5,610 | 2.28 | 0 | |||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 148,625 | 11.31 | 4,301 | 13.93 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 61,171 | 2.57 | 1,770 | 4.98 | ||||
| 2025-07-17 | 13F | 清晰点顾问公司 | 13,190 | 0.02 | 382 | 2.42 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 13,781 | 9.02 | 399 | 11.48 | ||||
| 2025-07-16 | 13F | 传奇财务顾问公司 | 1,648 | 48 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 602,100 | 53.64 | 17,425 | 57.23 | |||
| 2025-08-14 | 13F | 西永资本有限公司 | 50,198 | 23.87 | 1,453 | 26.70 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 2,645,390 | 781.80 | 76,558 | 802.37 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 382,900 | 1.19 | 11,081 | 3.55 | |||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 90,562,815 | 0.78 | 2,517,646 | 2.21 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 16,377 | 9.19 | 474 | 11.56 | ||||
| 2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 90,262 | 7.04 | 2,612 | 9.56 | ||||
| 2025-08-07 | 13F | 峰会资产管理有限责任公司 | 45,758 | 2.01 | 1,324 | 4.42 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 2,726 | 4.44 | 79 | 6.85 | ||||
| 2025-07-08 | 13F | 五重奏私人银行（欧洲）SA | 930,777 | 103.34 | 26,937 | 108.08 | ||||
| 2025-07-29 | 13F | VELA 投资管理有限公司 | 110,609 | 0.00 | 3,201 | 2.37 | ||||
| 2025-08-14 | 13F | 战略财富设计师 | 30 | 1 | ||||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 921,756 | 304.81 | 26,676 | 314.27 | ||||
| 2025-08-07 | 13F | 全球财富管理投资咨询公司 | 7,323 | 212 | ||||||
| 2025-07-25 | 13F | 投资咨询集团有限责任公司 | 18,785 | 3.64 | 544 | 6.05 | ||||
| 2025-08-28 | NP | SELV - SEI 增强型低波动性美国大盘 ETF | 173,973 | 4.50 | 5,035 | 6.95 | ||||
| 2025-07-07 | 13F | 格林菲尔德储蓄银行 | 26,476 | 43.55 | 766 | 47.02 |
